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
$1.56T
AUM Growth
+$72.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,783
New
Increased
Reduced
Closed

Top Buys

1
+$11.9B
2
+$3.95B
3
+$2.48B
4
ORCL icon
Oracle
ORCL
+$1.71B
5
ANET icon
Arista Networks
ANET
+$1.23B

Top Sells

1
+$13.2B
2
+$3.01B
3
+$1.88B
4
MSFT icon
Microsoft
MSFT
+$1.86B
5
CRM icon
Salesforce
CRM
+$1.69B

Sector Composition

1 Technology 32.95%
2 Healthcare 11.67%
3 Communication Services 10.87%
4 Financials 10.42%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.41B 0.15%
36,436,282
+2,553,383
102
$2.4B 0.15%
10,989,168
+28,753
103
$2.4B 0.15%
1,876,577
+825
104
$2.36B 0.15%
30,394,199
-2,618,016
105
$2.35B 0.15%
15,850,051
+2,510,788
106
$2.35B 0.15%
10,137,605
+2,032,238
107
$2.33B 0.15%
35,080,211
-4,890,272
108
$2.32B 0.15%
26,961,748
+6,111,860
109
$2.25B 0.14%
2,734,311
-160,830
110
$2.25B 0.14%
23,176,614
+5,915,271
111
$2.25B 0.14%
13,118,934
+630,537
112
$2.24B 0.14%
35,726,966
+583,266
113
$2.23B 0.14%
20,906,838
+744,847
114
$2.2B 0.14%
4,042,556
+44,830
115
$2.19B 0.14%
27,782,054
-2,729,995
116
$2.15B 0.14%
10,347,997
-473,656
117
$2.13B 0.14%
18,046,223
+3,034,253
118
$2.08B 0.13%
35,573,981
+5,526,859
119
$2.08B 0.13%
36,572,265
-77,126
120
$2.07B 0.13%
29,225,773
-1,970,499
121
$2.07B 0.13%
23,858,196
-11,486,825
122
$2.03B 0.13%
27,100,663
+1,768,264
123
$2.03B 0.13%
3,436,049
+88,090
124
$2.01B 0.13%
28,100,647
-4,488,342
125
$2B 0.13%
11,371,376
+350,317
3 4
5
6 7