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
2251
$1.35M ﹤0.01%
1,733,141
-449
2252
$1.34M ﹤0.01%
35,147
-8,095
2253
$1.32M ﹤0.01%
27,660
+18,951
2254
$1.32M ﹤0.01%
196,140
-2,265,378
2255
$1.32M ﹤0.01%
17,747
+9,104
2256
$1.31M ﹤0.01%
109,619
+3,171
2257
$1.3M ﹤0.01%
31,314
+24,596
2258
$1.3M ﹤0.01%
61,291
+57,041
2259
$1.3M ﹤0.01%
476,973
-55,569
2260
$1.29M ﹤0.01%
229,064
+62,073
2261
$1.27M ﹤0.01%
37,320
-897
2262
$1.26M ﹤0.01%
16,621
+1,362
2263
$1.24M ﹤0.01%
16,394
+15,922
2264
$1.24M ﹤0.01%
187,471
+153,247
2265
$1.23M ﹤0.01%
15,716
+808
2266
$1.23M ﹤0.01%
32,924
-12,788
2267
$1.23M ﹤0.01%
26,822
-3,394
2268
$1.23M ﹤0.01%
42,248
+38,118
2269
$1.23M ﹤0.01%
28,934
-7,753
2270
$1.23M ﹤0.01%
14,211
+8,528
2271
$1.22M ﹤0.01%
98,682
-212,101
2272
$1.22M ﹤0.01%
48,845
+1,253
2273
$1.22M ﹤0.01%
21,061
-2,423
2274
$1.21M ﹤0.01%
3,236
+183
2275
$1.21M ﹤0.01%
20,262
-1,887
89 90
91
92 93