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
1001
$118M 0.01%
2,036,415
+1,329,324
1002
$118M 0.01%
2,230,503
-310
1003
$118M 0.01%
1,342,581
+162,408
1004
$118M 0.01%
1,525,086
+112,592
1005
$117M 0.01%
2,838,496
+1,368,327
1006
$117M 0.01%
13,906,525
+3,342,168
1007
$117M 0.01%
3,833,476
-76,541
1008
$117M 0.01%
2,342,690
+393,547
1009
$117M 0.01%
920,581
+195,290
1010
$117M 0.01%
5,115,910
+114,427
1011
$117M 0.01%
896,653
+255,494
1012
$117M 0.01%
4,852,953
-265,273
1013
$116M 0.01%
455,052
+12,537
1014
$116M 0.01%
3,258,687
-744,642
1015
$115M 0.01%
921,836
-172,318
1016
$115M 0.01%
405,280
+171,840
1017
$113M 0.01%
822,963
+23,879
1018
$113M 0.01%
1,127,906
-331,430
1019
$113M 0.01%
4,195,168
+29,922
1020
$113M 0.01%
1,432,184
+68,018
1021
$113M 0.01%
7,681,046
+8,373
1022
$113M 0.01%
745,972
+99,008
1023
$112M 0.01%
4,151,063
+46,664
1024
$112M 0.01%
10,585,026
+3,183,855
1025
$112M 0.01%
3,653,885
+1,269,623
39 40
41
42 43