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
$1.17T
AUM Growth
+$46.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,894
New
Increased
Reduced
Closed

Top Buys

1
+$1.36B
2
+$1.34B
3
+$1.33B
4
BA icon
Boeing
BA
+$1.3B
5
BAC icon
Bank of America
BAC
+$1.28B

Top Sells

1
+$3.07B
2
+$1.76B
3
+$1.66B
4
ADBE icon
Adobe
ADBE
+$1.47B
5
V icon
Visa
V
+$1.38B

Sector Composition

1 Technology 25.5%
2 Healthcare 14.03%
3 Consumer Discretionary 13.87%
4 Financials 12.28%
5 Communication Services 11.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$2.91M ﹤0.01%
92,600
-68,401
2277
$2.91M ﹤0.01%
332,313
+81,939
2278
$2.91M ﹤0.01%
87,297
-255,026
2279
$2.9M ﹤0.01%
81,593
-3,061
2280
$2.88M ﹤0.01%
98,935
+658
2281
$2.87M ﹤0.01%
42,825
-680
2282
$2.86M ﹤0.01%
2,569
-16,960
2283
$2.85M ﹤0.01%
313,013
+114,296
2284
$2.85M ﹤0.01%
67,526
-145,640
2285
$2.84M ﹤0.01%
994,300
2286
$2.84M ﹤0.01%
+58,333
2287
$2.82M ﹤0.01%
88,601
-12,244
2288
$2.76M ﹤0.01%
261,439
-14,300
2289
$2.73M ﹤0.01%
517,827
+12,857
2290
$2.71M ﹤0.01%
52,974
+5,157
2291
$2.71M ﹤0.01%
55,792
-2,400
2292
$2.71M ﹤0.01%
+680,562
2293
$2.69M ﹤0.01%
459,744
+101,069
2294
$2.69M ﹤0.01%
449,900
2295
$2.67M ﹤0.01%
27,108
+3,010
2296
$2.67M ﹤0.01%
81,027
-66
2297
$2.61M ﹤0.01%
53,727
+1,232
2298
$2.61M ﹤0.01%
108,565
-150,729
2299
$2.61M ﹤0.01%
342,649
-12,100
2300
$2.59M ﹤0.01%
1,058,159
+1,058,158
90 91
92
93 94