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
476
$459M 0.03%
5,329,839
+368,652
477
$459M 0.03%
16,227,277
-135,429
478
$458M 0.03%
+17,700,891
479
$458M 0.03%
3,803,026
-22,998
480
$456M 0.03%
11,972,508
-2,541,939
481
$455M 0.03%
7,893,905
-102,708
482
$451M 0.03%
8,228,313
+3,359,517
483
$450M 0.03%
2,139,026
+58,550
484
$449M 0.03%
3,327,557
-983,747
485
$447M 0.03%
15,667,185
+4,986,613
486
$447M 0.03%
6,353,699
+2,394,528
487
$447M 0.03%
6,060,093
+2,529,510
488
$445M 0.03%
7,289,810
-234,067
489
$445M 0.03%
4,516,927
+166,702
490
$444M 0.03%
1,032,440
-226,516
491
$443M 0.03%
4,076,851
+231,137
492
$443M 0.03%
11,027,780
+573,147
493
$442M 0.03%
9,324,847
+1,215,076
494
$442M 0.03%
3,460,737
-744,183
495
$441M 0.03%
1,786,595
+78,192
496
$440M 0.03%
2,082,379
-238,864
497
$438M 0.03%
2,099,061
+687,054
498
$437M 0.03%
2,681,935
+500,124
499
$437M 0.03%
1,697,789
-215,648
500
$434M 0.03%
2,371,223
-217,208
18 19
20
21 22