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
2126
$2.74M ﹤0.01%
13,476
+1,157
2127
$2.72M ﹤0.01%
164,959
+50,428
2128
$2.71M ﹤0.01%
33,487
+3,627
2129
$2.71M ﹤0.01%
38,890
-192,471
2130
$2.71M ﹤0.01%
28,753
+3,793
2131
$2.69M ﹤0.01%
40,277
+6,253
2132
$2.68M ﹤0.01%
96,012
+7,965
2133
$2.68M ﹤0.01%
225,840
+147,176
2134
$2.63M ﹤0.01%
+72,286
2135
$2.63M ﹤0.01%
134,463
+16,364
2136
$2.61M ﹤0.01%
12,150
-150
2137
$2.6M ﹤0.01%
8,319
+283
2138
$2.59M ﹤0.01%
77,747
+1,284
2139
$2.59M ﹤0.01%
83,924
-621,746
2140
$2.57M ﹤0.01%
123,905
2141
$2.57M ﹤0.01%
27,511
-5,762
2142
$2.54M ﹤0.01%
10,309
+398
2143
$2.52M ﹤0.01%
256,938
+92,834
2144
$2.51M ﹤0.01%
29,037
+4,393
2145
$2.49M ﹤0.01%
44,814
+3,060
2146
$2.49M ﹤0.01%
75,083
+4,976
2147
$2.49M ﹤0.01%
65,388
-2,619
2148
$2.47M ﹤0.01%
45,437
+2,902
2149
$2.45M ﹤0.01%
99,383
-21,406
2150
$2.45M ﹤0.01%
19,649
+1,441
84 85
86
87 88