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
$1.25T
AUM Growth
-$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,803
New
Increased
Reduced
Closed

Top Buys

1
+$1.34B
2
+$1.18B
3
+$1.17B
4
CEG icon
Constellation Energy
CEG
+$1.15B
5
XOM icon
Exxon Mobil
XOM
+$1.13B

Top Sells

1
+$3.1B
2
+$2.8B
3
+$1.64B
4
MSFT icon
Microsoft
MSFT
+$1.55B
5
AMZN icon
Amazon
AMZN
+$1.5B

Sector Composition

1 Technology 26.38%
2 Healthcare 13.49%
3 Consumer Discretionary 11.96%
4 Financials 11.63%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.98B 0.48%
10,379,349
-286,382
27
$5.65B 0.45%
99,139,720
-2,736,889
28
$5.63B 0.45%
41,277,786
-4,659,718
29
$5.24B 0.42%
34,279,118
-613,738
30
$5.15B 0.41%
83,088,402
+15,533,336
31
$5.14B 0.41%
169,378,227
+28,341,926
32
$5.08B 0.41%
25,145,645
-1,229,530
33
$5.04B 0.4%
14,956,411
+863,939
34
$5.01B 0.4%
45,782,765
+6,057,293
35
$4.97B 0.4%
46,456,280
+5,163,034
36
$4.9B 0.39%
67,027,267
+10,502,079
37
$4.77B 0.38%
15,927,768
-4,409,905
38
$4.52B 0.36%
29,580,283
+4,516,834
39
$4.46B 0.36%
20,803,133
+234,722
40
$4.12B 0.33%
93,119,379
-5,786,533
41
$4.11B 0.33%
8,556,207
-489,703
42
$3.95B 0.32%
21,352,631
+1,809,363
43
$3.94B 0.31%
21,545,678
+3,316,485
44
$3.87B 0.31%
22,519,356
-432,972
45
$3.85B 0.31%
10,910,893
+853,259
46
$3.79B 0.3%
100,545,934
+5,468,828
47
$3.67B 0.29%
22,722,394
-188,337
48
$3.65B 0.29%
78,026,341
-1,975,887
49
$3.62B 0.29%
13,043,256
+855,533
50
$3.55B 0.28%
11,073,398
+10,858
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