Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.77T
1-Year Est. Return 30.81%
 

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
+30.81%
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 26.39%
2 Healthcare 13.49%
3 Consumer Discretionary 11.96%
4 Financials 11.63%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.9B 5.18%
210,344,695
-5,032,538
2
$61.4B 4.9%
351,584,762
-619,367
3
$49.3B 3.94%
302,314,320
-9,213,600
4
$39.6B 3.16%
1,450,636,530
-113,461,940
5
$36.5B 2.92%
262,562,220
-5,473,560
6
$27.3B 2.18%
122,726,307
-4,682,129
7
$24.9B 1.99%
48,815,256
+791,324
8
$21.2B 1.69%
151,514,860
-2,058,720
9
$16.8B 1.34%
31,744
-254
10
$12.9B 1.03%
60,719,961
-6,168,395
11
$12.4B 0.99%
34,425,273
+1,461,186
12
$11.1B 0.88%
49,846,088
+6,055,382
13
$9.71B 0.78%
117,623,095
+13,646,155
14
$9.03B 0.72%
31,540,690
+982,907
15
$8.93B 0.71%
216,744,987
-3,664,914
16
$8.89B 0.71%
24,885,269
+2,997,940
17
$8.85B 0.71%
182,708,220
+214,192
18
$8.69B 0.69%
121,164,209
+433,710
19
$8.04B 0.64%
17,647,278
-6,152,114
20
$7.42B 0.59%
28,548,864
-4,718,920
21
$6.97B 0.56%
9,983,024
-79,943
22
$6.8B 0.54%
18,616,709
-74,869
23
$6.34B 0.51%
127,503,775
+23,708,068
24
$6.08B 0.49%
10,300,711
-800,254
25
$6.05B 0.48%
16,138,673
-2,394,585
1
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