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
$1.68T
AUM Growth
+$32.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,956
New
Increased
Reduced
Closed

Top Buys

1
+$4.18B
2
+$4.01B
3
+$1.97B
4
APP icon
Applovin
APP
+$1.93B
5
BA icon
Boeing
BA
+$1.5B

Top Sells

1
+$5.95B
2
+$5.56B
3
+$3.37B
4
LLY icon
Eli Lilly
LLY
+$1.93B
5
AMD icon
Advanced Micro Devices
AMD
+$1.6B

Sector Composition

1 Technology 31.3%
2 Financials 12.11%
3 Communication Services 12%
4 Consumer Discretionary 11.22%
5 Healthcare 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2426
$1.24M ﹤0.01%
11,822
+1,487
2427
$1.23M ﹤0.01%
14,318
-181,444
2428
$1.23M ﹤0.01%
23,980
-1,490
2429
$1.23M ﹤0.01%
111,649
+31,333
2430
$1.23M ﹤0.01%
16,314
+4,973
2431
$1.23M ﹤0.01%
36,245
+13,110
2432
$1.23M ﹤0.01%
794,135
+54,813
2433
$1.23M ﹤0.01%
25,628
+5,572
2434
$1.23M ﹤0.01%
6,515
+108
2435
$1.22M ﹤0.01%
176,668
+102,871
2436
$1.22M ﹤0.01%
92,720
+56,291
2437
$1.22M ﹤0.01%
14,226
+1,139
2438
$1.22M ﹤0.01%
26,149
+12,780
2439
$1.21M ﹤0.01%
9,930
+4,542
2440
$1.21M ﹤0.01%
12,825
+10,869
2441
$1.21M ﹤0.01%
31,823
-39,526
2442
$1.2M ﹤0.01%
32,000
+18,089
2443
$1.2M ﹤0.01%
43,772
+34,603
2444
$1.2M ﹤0.01%
24,393
+10,359
2445
$1.19M ﹤0.01%
25,754
-13,446
2446
$1.19M ﹤0.01%
24,870
+7,258
2447
$1.18M ﹤0.01%
15,124
-875
2448
$1.17M ﹤0.01%
15,572
+7,836
2449
$1.17M ﹤0.01%
31,945
+14,515
2450
$1.17M ﹤0.01%
245,884
+704
96 97
98
99 100