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
$909B
AUM Growth
+$187B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,514
New
Increased
Reduced
Closed

Top Buys

1
+$2.49B
2
+$1.3B
3
+$1.16B
4
NKLA
Nikola Corporation Common Stock
NKLA
+$1.15B
5
PCG icon
PG&E
PCG
+$985M

Top Sells

1
+$1.34B
2
+$1.27B
3
+$1.23B
4
GE icon
GE Aerospace
GE
+$1.11B
5
V icon
Visa
V
+$1.05B

Sector Composition

1 Technology 26.89%
2 Healthcare 16.37%
3 Consumer Discretionary 13.18%
4 Financials 11.24%
5 Communication Services 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$155M 0.02%
7,910,770
-124,168
702
$154M 0.02%
3,094,514
-736,531
703
$154M 0.02%
12,062,669
+2,207,687
704
$154M 0.02%
10,451,263
+1,334,883
705
$154M 0.02%
809,998
+438,053
706
$153M 0.02%
1,638,198
-275,002
707
$153M 0.02%
1,119,384
+61,436
708
$152M 0.02%
1,266,129
-1,341,613
709
$152M 0.02%
2,936,176
-199,272
710
$152M 0.02%
5,872,584
+1,898,074
711
$152M 0.02%
7,205,304
-44,747
712
$152M 0.02%
336,334
-47,409
713
$151M 0.02%
2,212,431
+154,639
714
$151M 0.02%
743,484
-51,644
715
$151M 0.02%
51,333
-377
716
$150M 0.02%
1,886,120
-72,242
717
$149M 0.02%
+4,706,759
718
$148M 0.02%
2,375,004
-80,686
719
$148M 0.02%
+4,638,381
720
$148M 0.02%
399,946
+185,358
721
$146M 0.02%
1,257,970
+297,346
722
$146M 0.02%
3,336,790
-359,462
723
$145M 0.02%
10,611,618
-85,501
724
$145M 0.02%
1,645,655
-47,850
725
$145M 0.02%
9,259,703
-891,160
27 28
29
30 31