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
1351
$43.6M ﹤0.01%
779,505
+706,309
1352
$43.6M ﹤0.01%
+5,404,949
1353
$43.5M ﹤0.01%
1,387,446
-40,404
1354
$43.5M ﹤0.01%
755,111
-1,849,978
1355
$43.4M ﹤0.01%
1,530,425
-192,500
1356
$43.3M ﹤0.01%
1,313,141
+3,587
1357
$43.2M ﹤0.01%
836,062
+53,249
1358
$43.1M ﹤0.01%
1,711,926
+63,089
1359
$42.9M ﹤0.01%
730,328
-182,890
1360
$42.8M ﹤0.01%
12,295,167
+3,278,777
1361
$42.6M ﹤0.01%
4,165,311
-48,502
1362
$42.6M ﹤0.01%
1,090,398
+43,339
1363
$42.5M ﹤0.01%
14,543,647
+70,278
1364
$42.4M ﹤0.01%
1,477,772
-737,195
1365
$42.4M ﹤0.01%
1,006,242
+9,231
1366
$42.3M ﹤0.01%
1,686,098
+1,678,594
1367
$42.3M ﹤0.01%
779,859
-49,426
1368
$42.2M ﹤0.01%
3,002,994
+2,986,285
1369
$42.1M ﹤0.01%
3,911,759
-34,738
1370
$41.9M ﹤0.01%
142,715
+2,449
1371
$41.8M ﹤0.01%
910,852
-70,663
1372
$41.3M ﹤0.01%
2,686,242
-140,683
1373
$41.2M ﹤0.01%
699,154
+103,212
1374
$41.2M ﹤0.01%
242,568
-3,953
1375
$41.2M ﹤0.01%
1,113,470
+838
53 54
55
56 57