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
501
$408M 0.03%
27,557,136
-59,453
502
$408M 0.03%
5,000,395
-2,032
503
$407M 0.03%
9,469,804
-125,209
504
$407M 0.03%
14,192,180
+3,908,625
505
$405M 0.03%
2,217,985
+41,039
506
$404M 0.03%
88,047,429
+1,350
507
$404M 0.03%
12,826,867
-1,137,387
508
$403M 0.03%
12,903,843
+2,890,725
509
$403M 0.03%
13,380,471
-3,314,396
510
$401M 0.03%
3,608,686
+1,118,780
511
$401M 0.03%
3,030,971
+2,516,909
512
$401M 0.03%
9,729,787
-142,267
513
$401M 0.03%
9,631,240
+778,448
514
$400M 0.03%
10,727,145
+122,460
515
$399M 0.03%
2,039,173
+100,790
516
$396M 0.03%
2,353,845
+83,122
517
$395M 0.03%
11,817,644
-2,099,216
518
$393M 0.03%
1,884,074
-20,087
519
$392M 0.03%
2,012,596
-906,943
520
$391M 0.03%
54,433,782
+5,856,101
521
$391M 0.03%
38,694,549
+5,252,474
522
$390M 0.03%
2,737,433
-199,571
523
$390M 0.03%
17,200,032
-1,604,948
524
$389M 0.03%
3,123,031
-1,268,395
525
$389M 0.03%
11,265,333
+94,213
19 20
21
22 23