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
$1.28T
AUM Growth
+$106B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,279
New
Increased
Reduced
Closed

Top Buys

1
+$1B
2
+$996M
3
+$950M
4
CNQ icon
Canadian Natural Resources
CNQ
+$906M
5
EBAY icon
eBay
EBAY
+$848M

Top Sells

1
+$1.49B
2
+$1.41B
3
+$1.38B
4
SHOP icon
Shopify
SHOP
+$1.25B
5
XYZ
Block Inc
XYZ
+$1.17B

Sector Composition

1 Technology 25.94%
2 Healthcare 13.87%
3 Consumer Discretionary 13.21%
4 Financials 12.44%
5 Communication Services 11.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$469M 0.04%
6,140,723
+3,309,086
452
$469M 0.04%
12,701,980
+893,648
453
$468M 0.04%
1,352,218
-562,998
454
$465M 0.04%
11,277,844
+8,002,911
455
$465M 0.04%
1,921,310
-873,032
456
$462M 0.04%
13,870,625
-89,461
457
$461M 0.04%
5,901,802
-1,377,748
458
$461M 0.04%
5,982,885
+1,733,073
459
$460M 0.04%
2,811,673
-2,162,863
460
$460M 0.04%
21,846,216
+381,104
461
$460M 0.04%
37,620,242
+3,187,263
462
$459M 0.04%
1,813,665
-45,345
463
$458M 0.04%
4,285,912
-3,823,936
464
$458M 0.04%
5,965,241
+1,038,311
465
$455M 0.04%
5,840,833
-594,463
466
$453M 0.04%
1,262,638
+353,917
467
$453M 0.04%
4,719,828
+587,825
468
$452M 0.04%
2,759,543
-482,379
469
$451M 0.04%
131,194,446
+754,179
470
$451M 0.04%
11,800,528
+2,719,663
471
$451M 0.04%
7,309,910
-303,961
472
$449M 0.04%
2,131,371
+68,329
473
$449M 0.04%
12,269,362
+1,684,530
474
$447M 0.04%
6,230,093
+2,118,626
475
$447M 0.04%
1,997,013
+242,867
17 18
19
20 21