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
2251
$1.59M ﹤0.01%
16,164
-12,813
2252
$1.58M ﹤0.01%
75,646
+4,284
2253
$1.55M ﹤0.01%
84,402
-34,056
2254
$1.54M ﹤0.01%
48,184
+24,017
2255
$1.54M ﹤0.01%
18,449
+1,649
2256
$1.54M ﹤0.01%
463,759
+356,331
2257
$1.53M ﹤0.01%
7,484
+551
2258
$1.53M ﹤0.01%
27,328
+1,451
2259
$1.53M ﹤0.01%
31,592
-4,027
2260
$1.52M ﹤0.01%
18,111
+3,241
2261
$1.51M ﹤0.01%
95,008
-3,215
2262
$1.49M ﹤0.01%
+85,601
2263
$1.49M ﹤0.01%
15,381
+14,122
2264
$1.48M ﹤0.01%
16,719
+1,454
2265
$1.47M ﹤0.01%
11,499
+894
2266
$1.46M ﹤0.01%
39,933
-400,419
2267
$1.45M ﹤0.01%
18,913
+2,872
2268
$1.45M ﹤0.01%
93,615
+60,524
2269
$1.43M ﹤0.01%
115,034
+6,221
2270
$1.43M ﹤0.01%
40,046
-915,939
2271
$1.43M ﹤0.01%
32,490
+12,114
2272
$1.42M ﹤0.01%
403,290
+27,197
2273
$1.42M ﹤0.01%
10,775
+1,675
2274
$1.42M ﹤0.01%
17,801
+811
2275
$1.42M ﹤0.01%
34,260
89 90
91
92 93