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
$1.68T
AUM Growth
+$32.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,956
New
Increased
Reduced
Closed

Top Buys

1
+$4.18B
2
+$4.01B
3
+$1.97B
4
APP icon
Applovin
APP
+$1.93B
5
BA icon
Boeing
BA
+$1.5B

Top Sells

1
+$5.95B
2
+$5.56B
3
+$3.37B
4
LLY icon
Eli Lilly
LLY
+$1.93B
5
AMD icon
Advanced Micro Devices
AMD
+$1.6B

Sector Composition

1 Technology 31.3%
2 Financials 12.11%
3 Communication Services 12%
4 Consumer Discretionary 11.22%
5 Healthcare 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$2.43M ﹤0.01%
81,809
+8,581
2227
$2.43M ﹤0.01%
178,200
2228
$2.41M ﹤0.01%
17,142
-180,952
2229
$2.41M ﹤0.01%
207,332
+16,916
2230
$2.41M ﹤0.01%
382,054
-13,466,476
2231
$2.4M ﹤0.01%
71,827
+36,164
2232
$2.4M ﹤0.01%
294,521
+178,688
2233
$2.4M ﹤0.01%
+134,669
2234
$2.39M ﹤0.01%
30,768
+4,516
2235
$2.38M ﹤0.01%
73,425
+5,979
2236
$2.36M ﹤0.01%
37,221
-15,038
2237
$2.35M ﹤0.01%
112,482
+13,902
2238
$2.35M ﹤0.01%
108,335
+106,371
2239
$2.34M ﹤0.01%
46,282
-1,001
2240
$2.33M ﹤0.01%
73,261
-15,712
2241
$2.33M ﹤0.01%
321,715
+1,563
2242
$2.33M ﹤0.01%
146,134
+12,290
2243
$2.32M ﹤0.01%
15,940
+2,664
2244
$2.31M ﹤0.01%
253,577
+141,213
2245
$2.3M ﹤0.01%
325,439
+23,982
2246
$2.29M ﹤0.01%
57,742
+3,627
2247
$2.29M ﹤0.01%
235,305
+213,106
2248
$2.28M ﹤0.01%
124,409
+35,978
2249
$2.27M ﹤0.01%
126,135
+10,933
2250
$2.27M ﹤0.01%
54,198
+4,259
88 89
90
91 92