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
526
$298M 0.04%
12,203,407
-604,228
527
$297M 0.04%
3,850,906
-58,030
528
$296M 0.04%
2,261,668
+633,495
529
$295M 0.04%
7,481,551
+1,292,558
530
$294M 0.04%
7,899,213
+2,258,735
531
$294M 0.04%
4,161,885
-344,348
532
$293M 0.04%
7,916,649
+99,245
533
$293M 0.04%
14,130,991
+45,960
534
$292M 0.04%
12,255,431
+9,497,642
535
$291M 0.04%
7,690,872
-103,166
536
$291M 0.04%
3,398,289
-159,220
537
$289M 0.04%
4,010,810
+74,389
538
$288M 0.04%
4,705,605
-30,807
539
$288M 0.04%
7,975,533
+2,065,250
540
$287M 0.04%
4,879,620
+134,880
541
$287M 0.04%
3,280,069
+1,563,778
542
$286M 0.04%
2,648,511
+202,192
543
$285M 0.04%
1,398,168
-1,305,215
544
$285M 0.04%
3,443,191
+992,149
545
$283M 0.04%
6,120,382
546
$283M 0.04%
2,903,102
+1,635,216
547
$282M 0.04%
10,103,929
+97,466
548
$282M 0.04%
9,536,111
+1,689
549
$281M 0.04%
1,754,907
+1,615,987
550
$281M 0.04%
2,573,894
-592,184
20 21
22
23 24