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
2376
$2.55M ﹤0.01%
84,539
-385
2377
$2.54M ﹤0.01%
22,811
+2,203
2378
$2.5M ﹤0.01%
+116,971
2379
$2.49M ﹤0.01%
609,594
+214
2380
$2.49M ﹤0.01%
90,364
-628
2381
$2.45M ﹤0.01%
246,210
+64,070
2382
$2.44M ﹤0.01%
80,843
+1,940
2383
$2.44M ﹤0.01%
232,066
+11,173
2384
$2.43M ﹤0.01%
70,776
+12,029
2385
$2.4M ﹤0.01%
544,749
+55,789
2386
$2.4M ﹤0.01%
214,092
-96,561
2387
$2.39M ﹤0.01%
31,466
+4,818
2388
$2.38M ﹤0.01%
+353,884
2389
$2.37M ﹤0.01%
19,600
-5,752
2390
$2.37M ﹤0.01%
531,463
-2,476,207
2391
$2.34M ﹤0.01%
797,421
+93,264
2392
$2.34M ﹤0.01%
368,300
+51,847
2393
$2.34M ﹤0.01%
29,406
-2,547
2394
$2.33M ﹤0.01%
39,762
+38,972
2395
$2.29M ﹤0.01%
28,980
+823
2396
$2.28M ﹤0.01%
518,635
+147,901
2397
$2.28M ﹤0.01%
90,988
+90,762
2398
$2.27M ﹤0.01%
398,905
+181,905
2399
$2.27M ﹤0.01%
65,362
2400
$2.26M ﹤0.01%
56,600
+300
94 95
96
97 98