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
976
$103M 0.01%
1,160,814
-765,286
977
$103M 0.01%
1,113,386
-29,862
978
$103M 0.01%
+2,480,352
979
$103M 0.01%
1,553,107
-347,742
980
$102M 0.01%
3,181,590
+788,777
981
$102M 0.01%
832,393
-15,384
982
$102M 0.01%
6,365,864
+623,853
983
$102M 0.01%
5,535,477
+112,366
984
$102M 0.01%
2,643,514
+178,516
985
$101M 0.01%
3,339,079
-626,551
986
$101M 0.01%
4,625,575
-2,216,943
987
$101M 0.01%
39,930,620
-6,936,410
988
$101M 0.01%
4,531,523
+2,289,227
989
$101M 0.01%
1,011,226
+427,126
990
$101M 0.01%
2,077,849
+521,870
991
$100M 0.01%
1,981,935
-112,565
992
$100M 0.01%
2,654,910
+1,533,558
993
$99.9M 0.01%
6,161,000
994
$99.6M 0.01%
1,088,304
-320,266
995
$99.5M 0.01%
5,602,698
+297,078
996
$99.4M 0.01%
6,519,011
-909,405
997
$99.4M 0.01%
4,226,249
-4,168,435
998
$98.9M 0.01%
4,775,000
+310,000
999
$98.7M 0.01%
571,816
-28,983
1000
$98.4M 0.01%
1,591,123
-156,105
38 39
40
41 42