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
$1.28T
AUM Growth
+$106B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,279
New
Increased
Reduced
Closed

Top Buys

1
+$1B
2
+$996M
3
+$950M
4
CNQ icon
Canadian Natural Resources
CNQ
+$906M
5
EBAY icon
eBay
EBAY
+$848M

Top Sells

1
+$1.49B
2
+$1.41B
3
+$1.38B
4
SHOP icon
Shopify
SHOP
+$1.25B
5
XYZ
Block Inc
XYZ
+$1.17B

Sector Composition

1 Technology 25.94%
2 Healthcare 13.87%
3 Consumer Discretionary 13.21%
4 Financials 12.44%
5 Communication Services 11.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$163M 0.01%
7,803,975
-1,375,494
902
$162M 0.01%
730,679
-239,796
903
$162M 0.01%
2,741,617
+175,748
904
$161M 0.01%
7,013,645
+1,449,506
905
$161M 0.01%
4,706,103
+62,463
906
$161M 0.01%
1,824,115
+1,222,140
907
$160M 0.01%
1,793,785
+123,520
908
$160M 0.01%
3,750,316
-59,277
909
$160M 0.01%
3,325,169
+857,486
910
$160M 0.01%
871,351
+70,546
911
$159M 0.01%
723,933
+375,090
912
$157M 0.01%
5,899,942
-399,897
913
$157M 0.01%
5,384,168
+23,440
914
$157M 0.01%
1,732,809
-157,185
915
$157M 0.01%
10,791,863
+1,061,697
916
$157M 0.01%
5,083,036
+59,375
917
$157M 0.01%
5,591,680
-365,064
918
$156M 0.01%
1,226,189
-432,081
919
$156M 0.01%
1,196,726
+74,008
920
$156M 0.01%
8,911,357
+28,910
921
$155M 0.01%
1,146,217
-27,513
922
$155M 0.01%
2,139,620
-838,423
923
$155M 0.01%
1,913,890
-1,225,575
924
$155M 0.01%
4,502,087
-1,936,610
925
$154M 0.01%
2,632,499
+141,233
35 36
37
38 39