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
101
$1.99B 0.16%
23,578,464
+7,319,172
102
$1.98B 0.16%
80,569,163
+26,560,173
103
$1.96B 0.16%
24,712,654
+1,502,765
104
$1.96B 0.16%
16,925,590
-14,222,063
105
$1.95B 0.16%
7,152,305
+2,732,597
106
$1.95B 0.16%
50,867,341
+1,175,721
107
$1.95B 0.16%
39,238,005
+9,719,823
108
$1.94B 0.15%
15,146,224
-3,024,240
109
$1.93B 0.15%
4,279,856
-33,536
110
$1.92B 0.15%
28,845,440
+5,662,021
111
$1.92B 0.15%
7,278,955
-452,003
112
$1.9B 0.15%
7,566,848
-954,282
113
$1.89B 0.15%
2,829,194
-635,460
114
$1.88B 0.15%
39,526,890
-4,847,902
115
$1.88B 0.15%
4,264,461
+2,449,587
116
$1.86B 0.15%
4,202,635
-911,265
117
$1.85B 0.15%
19,266,874
+3,557,881
118
$1.83B 0.15%
13,884,975
+3,898,693
119
$1.83B 0.15%
9,919,396
+2,690,770
120
$1.83B 0.15%
23,040,378
+5,790,771
121
$1.83B 0.15%
16,918,546
-1,216,899
122
$1.82B 0.15%
11,042,225
-2,643,960
123
$1.82B 0.15%
11,355,824
+3,966,662
124
$1.81B 0.14%
108,688,286
+7,075,473
125
$1.8B 0.14%
3,585,994
-31,995
3 4
5
6 7