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
2276
$1.2M ﹤0.01%
20,183
-389
2277
$1.2M ﹤0.01%
33,102
+10,738
2278
$1.2M ﹤0.01%
175,094
+1,792
2279
$1.2M ﹤0.01%
55,022
+48,537
2280
$1.2M ﹤0.01%
57,578
-78,988
2281
$1.19M ﹤0.01%
107,725
-29,905
2282
$1.18M ﹤0.01%
78,085
+2,500
2283
$1.18M ﹤0.01%
36,699
-130
2284
$1.18M ﹤0.01%
19,126
+6,718
2285
$1.17M ﹤0.01%
182,538
+62,535
2286
$1.17M ﹤0.01%
47,612
+7
2287
$1.17M ﹤0.01%
94,238
-3,431
2288
$1.16M ﹤0.01%
28,017
-475,929
2289
$1.16M ﹤0.01%
68,523
+18,437
2290
$1.15M ﹤0.01%
22,877
+22,813
2291
$1.15M ﹤0.01%
30,764
-73
2292
$1.13M ﹤0.01%
287,537
-30,373
2293
$1.12M ﹤0.01%
57,799
+7,935
2294
$1.11M ﹤0.01%
24,774
-1,536,358
2295
$1.11M ﹤0.01%
83,085
+2,400
2296
$1.1M ﹤0.01%
66,473
+61,571
2297
$1.1M ﹤0.01%
94,466
-910,165
2298
$1.09M ﹤0.01%
51,271
+8,117
2299
$1.09M ﹤0.01%
51,716
+1,076
2300
$1.09M ﹤0.01%
8,891
+147
90 91
92
93 94