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
$787B
AUM Growth
+$38.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,796
New
Increased
Reduced
Closed

Top Buys

1
+$2.24B
2
+$973M
3
+$838M
4
SNAP icon
Snap
SNAP
+$737M
5
JD icon
JD.com
JD
+$719M

Top Sells

1
+$1.34B
2
+$1.11B
3
+$939M
4
JNJ icon
Johnson & Johnson
JNJ
+$886M
5
NVDA icon
NVIDIA
NVDA
+$871M

Sector Composition

1 Financials 16.24%
2 Technology 16.09%
3 Healthcare 13.29%
4 Consumer Discretionary 10.83%
5 Communication Services 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$328M 0.04%
7,588,290
+1,940,736
477
$328M 0.04%
15,333,698
-677,036
478
$327M 0.04%
3,221,357
+167
479
$325M 0.04%
5,642,083
-1,934,835
480
$325M 0.04%
7,249,424
+1,243,547
481
$324M 0.04%
53,776,642
-1,567,251
482
$323M 0.04%
10,978,418
+3,077,864
483
$322M 0.04%
11,277,685
+94,173
484
$322M 0.04%
10,717,864
-447,397
485
$322M 0.04%
21,106,033
-5,038,780
486
$321M 0.04%
7,615,884
-2,956,464
487
$321M 0.04%
1,839,541
-273,812
488
$320M 0.04%
3,779,273
+214,574
489
$320M 0.04%
6,399,000
+22,855
490
$320M 0.04%
10,420,611
+3,076,263
491
$319M 0.04%
5,384,102
+2,273,553
492
$319M 0.04%
3,107,897
+810,843
493
$319M 0.04%
4,569,613
+170,656
494
$318M 0.04%
4,013,012
-531,594
495
$318M 0.04%
3,973,609
-566,963
496
$317M 0.04%
4,428,918
+1,192,591
497
$317M 0.04%
3,631,499
+86,247
498
$316M 0.04%
4,160,958
+9,515
499
$316M 0.04%
3,074,574
+1,292,581
500
$316M 0.04%
5,626,188
+47,944
18 19
20
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