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
876
$98.9M 0.01%
1,352,414
+562,071
877
$98.5M 0.01%
3,820,564
+84,953
878
$98.2M 0.01%
1,399,801
-567,561
879
$97.6M 0.01%
6,384,387
+276,696
880
$97.4M 0.01%
1,026,203
-23,546
881
$97.4M 0.01%
3,455,848
+758,620
882
$97.3M 0.01%
5,049,805
+199
883
$97M 0.01%
3,695,828
-920,866
884
$96.9M 0.01%
1,105,976
-7,082
885
$96.9M 0.01%
5,964,923
-2,007,835
886
$96.6M 0.01%
4,068,592
-1,725,298
887
$96.2M 0.01%
1,580,224
+659,696
888
$95.8M 0.01%
2,159,976
-333,032
889
$95.6M 0.01%
2,348,162
+618,654
890
$95.3M 0.01%
795,984
-2,224
891
$95.1M 0.01%
714,630
+141,699
892
$94.3M 0.01%
2,929,132
+828,414
893
$94.3M 0.01%
678,494
+459,133
894
$94M 0.01%
4,232,180
+942,695
895
$93.7M 0.01%
1,236,677
-1,070,868
896
$93.5M 0.01%
1,449,414
-597,664
897
$93M 0.01%
4,824,160
+2,039,446
898
$92.9M 0.01%
2,137,383
-228,608
899
$92.1M 0.01%
1,907,387
-6,685
900
$92M 0.01%
7,889,090
+734,534
34 35
36
37 38