Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.92T
1-Year Est. Return 37.73%
 

Fidelity Investments, founded in 1946 by Edward C. Johnson II and headquartered in Boston, Massachusetts, is one of the largest privately-held financial services firms in the world, managing hundreds of billions in assets. Known for its wide array of investment products, including mutual funds, retirement accounts, brokerage services, and wealth management, Fidelity caters to both individual investors and institutions with a reputation for strong customer service and innovative tools like its active trader platforms. The company pioneered direct-to-investor mutual fund sales, bypassing traditional brokers, and has since expanded into areas like cryptocurrency trading and commission-free stock trades. Still family-controlled by the Johnson family, Fidelity blends a legacy of traditional investing with a forward-looking approach to technology and market trends.

This Quarter Est. Return
1 Year Est. Return
+37.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57T
AUM Growth
-$109B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,828
New
Increased
Reduced
Closed

Top Buys

1
+$3.9B
2
+$2.17B
3
+$2.13B
4
BABA icon
Alibaba
BABA
+$2.05B
5
GILD icon
Gilead Sciences
GILD
+$2.04B

Top Sells

1
+$4.21B
2
+$3.09B
3
+$3.01B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02B
5
LLY icon
Eli Lilly
LLY
+$1.71B

Sector Composition

1 Technology 27.89%
2 Financials 13.61%
3 Communication Services 11.77%
4 Consumer Discretionary 10.94%
5 Healthcare 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$2.56M ﹤0.01%
35,163
+7,517
2202
$2.56M ﹤0.01%
63,563
+5,821
2203
$2.55M ﹤0.01%
336,809
+334,017
2204
$2.55M ﹤0.01%
304,005
+31,330
2205
$2.54M ﹤0.01%
77,615
+7,174
2206
$2.54M ﹤0.01%
162,449
-22,110
2207
$2.52M ﹤0.01%
60,767
+3,956
2208
$2.48M ﹤0.01%
145,978
+95,453
2209
$2.48M ﹤0.01%
13,479
-729
2210
$2.48M ﹤0.01%
45,092
-14,369
2211
$2.48M ﹤0.01%
226,976
+19,644
2212
$2.47M ﹤0.01%
87,217
+73,156
2213
$2.46M ﹤0.01%
259,412
-8,537,754
2214
$2.46M ﹤0.01%
49,607
+27,548
2215
$2.46M ﹤0.01%
19,875
+2,733
2216
$2.45M ﹤0.01%
54,327
+49,512
2217
$2.43M ﹤0.01%
46,247
+11,286
2218
$2.42M ﹤0.01%
69,179
+36,414
2219
$2.42M ﹤0.01%
595,108
+146,357
2220
$2.41M ﹤0.01%
724,066
+52,260
2221
$2.4M ﹤0.01%
442,992
+400,718
2222
$2.4M ﹤0.01%
43,844
+6,508
2223
$2.38M ﹤0.01%
183,238
+122,102
2224
$2.36M ﹤0.01%
358,050
-4,023
2225
$2.36M ﹤0.01%
29,725
-1,043
87 88
89
90 91