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
$1.56T
AUM Growth
+$72.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,783
New
Increased
Reduced
Closed

Top Buys

1
+$11.9B
2
+$3.95B
3
+$2.48B
4
ORCL icon
Oracle
ORCL
+$1.71B
5
ANET icon
Arista Networks
ANET
+$1.23B

Top Sells

1
+$13.2B
2
+$3.01B
3
+$1.88B
4
MSFT icon
Microsoft
MSFT
+$1.86B
5
CRM icon
Salesforce
CRM
+$1.69B

Sector Composition

1 Technology 32.95%
2 Healthcare 11.67%
3 Communication Services 10.87%
4 Financials 10.42%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$613M 0.04%
21,627,064
-254,187
377
$608M 0.04%
23,236,020
-2,895,910
378
$607M 0.04%
5,075,938
-194,874
379
$606M 0.04%
4,804,419
-38,648
380
$605M 0.04%
4,171,254
-892,962
381
$603M 0.04%
4,785,735
-2,191,546
382
$599M 0.04%
3,830,329
+23,591
383
$598M 0.04%
8,038,521
+654,937
384
$596M 0.04%
10,443,531
-1,758,395
385
$596M 0.04%
4,112,926
-242,764
386
$595M 0.04%
5,675,178
+174,833
387
$595M 0.04%
10,049,491
+2,414,616
388
$592M 0.04%
7,986,695
+1,780,148
389
$590M 0.04%
4,453,217
+797,064
390
$583M 0.04%
2,259,178
-210,418
391
$581M 0.04%
19,979,061
+1,182,051
392
$580M 0.04%
4,440,426
+430,990
393
$578M 0.04%
18,899,136
+5,954,679
394
$576M 0.04%
13,624,036
+12,289,110
395
$576M 0.04%
4,260,319
-75,157
396
$575M 0.04%
10,973,319
-846,567
397
$571M 0.04%
2,353,582
-158,552
398
$569M 0.04%
10,544,665
+660,493
399
$567M 0.04%
7,746,275
+162,827
400
$566M 0.04%
9,044,456
+713,180
14 15
16
17 18