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
2251
$2.15M ﹤0.01%
51,823
+37,706
2252
$2.14M ﹤0.01%
288,467
+32,729
2253
$2.14M ﹤0.01%
198,133
+21,540
2254
$2.14M ﹤0.01%
31,174
+1,777
2255
$2.11M ﹤0.01%
41,724
+6,950
2256
$2.11M ﹤0.01%
35,094
+15,636
2257
$2.09M ﹤0.01%
362,169
+67,648
2258
$2.09M ﹤0.01%
66,203
+7,727
2259
$2.09M ﹤0.01%
44,009
-22,992
2260
$2.09M ﹤0.01%
81,139
+80,927
2261
$2.09M ﹤0.01%
47,678
+9,055
2262
$2.08M ﹤0.01%
20,313
+745
2263
$2.07M ﹤0.01%
93,921
+1,201
2264
$2.06M ﹤0.01%
107,267
+65,802
2265
$2.06M ﹤0.01%
160,197
+153,299
2266
$2.04M ﹤0.01%
75,927
+666
2267
$2.04M ﹤0.01%
34,723
+2,312
2268
$2.04M ﹤0.01%
25,961
+12,557
2269
$2.04M ﹤0.01%
16,657
+7,603
2270
$2.03M ﹤0.01%
33,790
+5,671
2271
$2.03M ﹤0.01%
247,976
+42,507
2272
$2.03M ﹤0.01%
123,305
-600
2273
$2.02M ﹤0.01%
9,102
+321
2274
$2.01M ﹤0.01%
51,078
+4,335
2275
$1.98M ﹤0.01%
269,001
+189,556
89 90
91
92 93