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
$1.16T
AUM Growth
-$35.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,740
New
Increased
Reduced
Closed

Top Buys

1
+$2.75B
2
+$1.82B
3
+$1.58B
4
KVUE icon
Kenvue
KVUE
+$1.52B
5
META icon
Meta Platforms (Facebook)
META
+$1.5B

Top Sells

1
+$1.5B
2
+$1.08B
3
+$1.04B
4
AMD icon
Advanced Micro Devices
AMD
+$983M
5
PGR icon
Progressive
PGR
+$811M

Sector Composition

1 Technology 28.71%
2 Healthcare 13.33%
3 Consumer Discretionary 10.49%
4 Financials 10.47%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$1.49M ﹤0.01%
97,196
+23,640
2227
$1.48M ﹤0.01%
305,147
+2,711
2228
$1.48M ﹤0.01%
66,505
-472,802
2229
$1.47M ﹤0.01%
34,879
+11,177
2230
$1.47M ﹤0.01%
27,406
+67
2231
$1.47M ﹤0.01%
853,598
+63,282
2232
$1.46M ﹤0.01%
22,986
+300
2233
$1.46M ﹤0.01%
72,676
+5,592
2234
$1.45M ﹤0.01%
14,245
-899
2235
$1.45M ﹤0.01%
118,581
-144,752
2236
$1.44M ﹤0.01%
75,127
+63,293
2237
$1.44M ﹤0.01%
60,807
-41,873
2238
$1.44M ﹤0.01%
24,466
-1,211
2239
$1.44M ﹤0.01%
153,811
+136,297
2240
$1.44M ﹤0.01%
153,662
-106,134
2241
$1.44M ﹤0.01%
131,103
+1,820
2242
$1.44M ﹤0.01%
45,429
+12,720
2243
$1.43M ﹤0.01%
10,383
+295
2244
$1.43M ﹤0.01%
158,478
-41,496
2245
$1.4M ﹤0.01%
44,260
-7,110
2246
$1.39M ﹤0.01%
+43,928
2247
$1.38M ﹤0.01%
13,506
-63,611
2248
$1.38M ﹤0.01%
29,727
-500
2249
$1.38M ﹤0.01%
333,968
+8,276
2250
$1.36M ﹤0.01%
70,616
-14,154
88 89
90
91 92