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
$1.35T
AUM Growth
+$93.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,307
New
Increased
Reduced
Closed

Top Buys

1
+$2.55B
2
+$1.3B
3
+$1.13B
4
GFS icon
GlobalFoundries
GFS
+$1.11B
5
AMD icon
Advanced Micro Devices
AMD
+$982M

Top Sells

1
+$4.98B
2
+$2.5B
3
+$2.05B
4
DIS icon
Walt Disney
DIS
+$1.61B
5
TMUS icon
T-Mobile US
TMUS
+$1.07B

Sector Composition

1 Technology 29.13%
2 Healthcare 13.26%
3 Consumer Discretionary 12.9%
4 Financials 11.09%
5 Communication Services 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$2.85M ﹤0.01%
23,711
-11,010
2352
$2.84M ﹤0.01%
21,462
-2,822
2353
$2.83M ﹤0.01%
486,762
-259,001
2354
$2.83M ﹤0.01%
122,800
+70,000
2355
$2.82M ﹤0.01%
104,643
+27,528
2356
$2.78M ﹤0.01%
967,226
+1,000
2357
$2.77M ﹤0.01%
10,633
-185
2358
$2.74M ﹤0.01%
446,886
-126,100
2359
$2.73M ﹤0.01%
49,501
-37,739
2360
$2.7M ﹤0.01%
343,860
-5,737,289
2361
$2.69M ﹤0.01%
163,332
+128,332
2362
$2.69M ﹤0.01%
+211,600
2363
$2.69M ﹤0.01%
23,172
+82
2364
$2.68M ﹤0.01%
423,057
-1,172,800
2365
$2.68M ﹤0.01%
122,432
+13,828
2366
$2.64M ﹤0.01%
55,792
2367
$2.64M ﹤0.01%
90,992
+580
2368
$2.63M ﹤0.01%
134,784
-13,628
2369
$2.62M ﹤0.01%
38,441
+5,680
2370
$2.62M ﹤0.01%
102,594
-58,699
2371
$2.58M ﹤0.01%
30,018
+14,987
2372
$2.53M ﹤0.01%
152,169
-365,753
2373
$2.52M ﹤0.01%
145,085
+21,286
2374
$2.52M ﹤0.01%
31,072
-44,399
2375
$2.52M ﹤0.01%
45,049
+30,752
93 94
95
96 97