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
2301
$1.82M ﹤0.01%
106,863
+11,855
2302
$1.81M ﹤0.01%
42,114
+7,910
2303
$1.8M ﹤0.01%
158,164
+19,906
2304
$1.79M ﹤0.01%
123,911
+108,102
2305
$1.78M ﹤0.01%
22,108
+2,675
2306
$1.77M ﹤0.01%
13,881
+8,498
2307
$1.77M ﹤0.01%
111,050
+27,324
2308
$1.77M ﹤0.01%
60,622
+1,054
2309
$1.77M ﹤0.01%
32,673
+6,919
2310
$1.76M ﹤0.01%
18,324
+1,498
2311
$1.76M ﹤0.01%
34,812
-22,901
2312
$1.76M ﹤0.01%
33,886
+4,372
2313
$1.76M ﹤0.01%
153,007
+42,485
2314
$1.75M ﹤0.01%
10,249
+974
2315
$1.75M ﹤0.01%
523,370
+514,848
2316
$1.74M ﹤0.01%
12,656
+2,197
2317
$1.73M ﹤0.01%
221,348
+80,585
2318
$1.73M ﹤0.01%
247,318
+1,434
2319
$1.73M ﹤0.01%
380,971
-43,798
2320
$1.71M ﹤0.01%
311,472
+263,698
2321
$1.71M ﹤0.01%
+759,100
2322
$1.7M ﹤0.01%
18,200
+763
2323
$1.69M ﹤0.01%
117,390
+20,904
2324
$1.69M ﹤0.01%
14,822
+3,377
2325
$1.68M ﹤0.01%
28,653
+23,902
91 92
93
94 95