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
926
$141M 0.01%
6,114,510
+1,070,390
927
$141M 0.01%
4,130,965
-349,114
928
$141M 0.01%
1,961,823
-60,054
929
$141M 0.01%
14,129,963
-31,859
930
$141M 0.01%
8,308,649
-5,141,354
931
$140M 0.01%
4,818,492
-615,822
932
$140M 0.01%
2,106,492
+128,203
933
$140M 0.01%
3,484,271
+953,175
934
$139M 0.01%
611,741
+168,243
935
$139M 0.01%
6,662,886
+43,705
936
$138M 0.01%
3,978,746
+1,674,636
937
$138M 0.01%
2,512,250
-234,039
938
$138M 0.01%
1,581,132
-299,180
939
$137M 0.01%
8,414,458
+4,518,210
940
$136M 0.01%
1,051,151
+186,072
941
$136M 0.01%
5,035,441
+875,375
942
$135M 0.01%
7,515,322
+1,839,216
943
$135M 0.01%
1,358,632
-3,665,451
944
$134M 0.01%
2,166,959
+2,117,458
945
$134M 0.01%
1,737,646
+191,173
946
$134M 0.01%
5,681,093
-607,039
947
$134M 0.01%
618,757
+469,350
948
$134M 0.01%
8,570,798
-440,370
949
$134M 0.01%
3,661,783
+128,748
950
$134M 0.01%
1,849,857
+1,149,791
36 37
38
39 40