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
1001
$98.3M 0.01%
3,294,435
+556,334
1002
$98.2M 0.01%
2,755,833
-251,223
1003
$97.6M 0.01%
2,955,757
+216,273
1004
$96.7M 0.01%
11,517,651
+24,588
1005
$96.5M 0.01%
+1,665,979
1006
$96.5M 0.01%
1,946,655
-332,603
1007
$96.1M 0.01%
2,166,576
+40,125
1008
$95.7M 0.01%
2,195,002
+1,391,552
1009
$94.8M 0.01%
4,950,000
+130,000
1010
$94.6M 0.01%
5,477,727
+17,375
1011
$94.5M 0.01%
1,151,620
+26
1012
$93.4M 0.01%
1,813,400
-489,612
1013
$92.6M 0.01%
779,951
-11,664
1014
$92.3M 0.01%
2,009,757
-183,438
1015
$92.2M 0.01%
6,008,734
-458,200
1016
$92.2M 0.01%
2,112,937
-372,977
1017
$92.1M 0.01%
1,691,509
+789,603
1018
$92M 0.01%
1,048,194
-547,600
1019
$91.9M 0.01%
4,943,364
-281,994
1020
$91.8M 0.01%
1,006,924
+736,419
1021
$91.3M 0.01%
3,108,169
-1,643,121
1022
$91M 0.01%
1,637,651
+374,518
1023
$90.7M 0.01%
876,237
-564,640
1024
$90.7M 0.01%
3,238,720
+86,188
1025
$90.5M 0.01%
7,057,680
+97,034
39 40
41
42 43