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
26
$7.58B 0.49%
104,301,562
-21,191,048
27
$6.87B 0.44%
25,542,333
-77,456
28
$6.87B 0.44%
101,995,313
-5,456,685
29
$6.29B 0.4%
20,072,342
-3,023,936
30
$6.27B 0.4%
50,653,254
-1,517,665
31
$6.19B 0.4%
47,097,837
+8,350,687
32
$6.03B 0.39%
5,899,580
+346,674
33
$5.98B 0.38%
13,636,567
-191,329
34
$5.65B 0.36%
40,039,315
+12,120,223
35
$5.35B 0.34%
17,901,815
-258,286
36
$5.29B 0.34%
32,616,243
-6,237,019
37
$5.21B 0.33%
23,610,833
+1,608,868
38
$5.2B 0.33%
81,754,381
+2,673,635
39
$5.1B 0.33%
20,399,793
-1,819,872
40
$5.03B 0.32%
10,729,428
+55,908
41
$4.99B 0.32%
56,929,100
+14,065,964
42
$4.95B 0.32%
8,902,807
-627,402
43
$4.73B 0.3%
23,912,767
+886,804
44
$4.61B 0.3%
13,950,517
-422,730
45
$4.58B 0.29%
41,642,190
-7,238,199
46
$4.51B 0.29%
10,132,292
+1,067,925
47
$4.48B 0.29%
62,043,596
+14,243,937
48
$4.41B 0.28%
20,926,925
+1,711,801
49
$4.39B 0.28%
64,097,886
+5,880,891
50
$4.37B 0.28%
41,076,950
+4,248,120
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