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
$730B
AUM Growth
-$159B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,552
New
Increased
Reduced
Closed

Top Buys

1
+$1.29B
2
+$1.25B
3
+$931M
4
GE icon
GE Aerospace
GE
+$868M
5
PG icon
Procter & Gamble
PG
+$816M

Top Sells

1
+$1.84B
2
+$1.63B
3
+$1.21B
4
META icon
Meta Platforms (Facebook)
META
+$1.08B
5
C icon
Citigroup
C
+$963M

Sector Composition

1 Technology 18.92%
2 Healthcare 16.33%
3 Financials 15.58%
4 Consumer Discretionary 10.95%
5 Communication Services 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2251
$1.28M ﹤0.01%
78,210
-120,404
2252
$1.27M ﹤0.01%
20,051
+334
2253
$1.27M ﹤0.01%
37,352
-44,519
2254
$1.24M ﹤0.01%
+125,000
2255
$1.24M ﹤0.01%
7,687
+504
2256
$1.23M ﹤0.01%
149,604
-28,396
2257
$1.19M ﹤0.01%
40,939
+40,938
2258
$1.18M ﹤0.01%
214,168
-460,710
2259
$1.16M ﹤0.01%
38,785
-36,797
2260
$1.15M ﹤0.01%
97,163
-30,791
2261
$1.15M ﹤0.01%
32,452
-5,595
2262
$1.15M ﹤0.01%
43,028
-2,072,494
2263
$1.13M ﹤0.01%
23,288
+546
2264
$1.11M ﹤0.01%
+200
2265
$1.11M ﹤0.01%
11,494
-221
2266
$1.11M ﹤0.01%
110,802
-810
2267
$1.09M ﹤0.01%
25,255
-2,254,711
2268
$1.09M ﹤0.01%
31,412
-6,899
2269
$1.06M ﹤0.01%
38,204
+38,203
2270
$1.06M ﹤0.01%
38,200
-365,800
2271
$1.04M ﹤0.01%
10,253
2272
$1.04M ﹤0.01%
22,103
-402,792
2273
$1.04M ﹤0.01%
10,286
+5,282
2274
$1.03M ﹤0.01%
92,463
-620,701
2275
$1.02M ﹤0.01%
58,046
89 90
91
92 93