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
51
$3.54B 0.28%
11,718,320
-1,685,158
52
$3.44B 0.27%
13,181,713
+4,087,860
53
$3.38B 0.27%
6,879,028
+390,533
54
$3.18B 0.25%
13,267,248
-2,455,089
55
$3.12B 0.25%
57,988,740
-10,663,930
56
$3.08B 0.25%
22,879,169
-5,194,457
57
$3.02B 0.24%
18,606,194
+1,542,954
58
$3.01B 0.24%
6,643,500
+204,155
59
$3B 0.24%
34,365,771
-9,357,703
60
$2.97B 0.24%
17,441,748
+3,697,937
61
$2.93B 0.23%
52,605,335
+12,104,736
62
$2.93B 0.23%
34,558,210
+2,675,838
63
$2.92B 0.23%
6,713,546
-2,101,892
64
$2.9B 0.23%
15,120,154
+3,004,957
65
$2.89B 0.23%
34,303,949
-859,512
66
$2.89B 0.23%
7,037,110
+2,114,794
67
$2.88B 0.23%
80,797,026
+2,354,183
68
$2.78B 0.22%
6,222,817
+943,152
69
$2.77B 0.22%
10,170,287
-1,211,323
70
$2.76B 0.22%
10,351,586
+39,703
71
$2.75B 0.22%
15,496,017
+3,087,877
72
$2.7B 0.22%
51,701,248
+564,540
73
$2.69B 0.21%
22,448,644
-6,407,780
74
$2.68B 0.21%
3,511,770
-630,511
75
$2.63B 0.21%
12,285,431
+776,775
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3
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