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
1001
$74.1M 0.01%
1,176,935
-17,318
1002
$74M 0.01%
2,429,992
-216,899
1003
$73.9M 0.01%
+6,607,904
1004
$73.8M 0.01%
6,052,337
+2,854,706
1005
$73.5M 0.01%
1,224,459
1006
$73.5M 0.01%
2,887,545
-189,383
1007
$73.5M 0.01%
5,514,277
+2,226,610
1008
$73.3M 0.01%
484,654
+232,319
1009
$73.3M 0.01%
2,262,997
+961,701
1010
$72.7M 0.01%
1,604,949
-1,192,517
1011
$72.6M 0.01%
1,918,079
+1,429,280
1012
$72.2M 0.01%
378,209
-632,168
1013
$72M 0.01%
3,099,133
-3,200,970
1014
$71.9M 0.01%
903,179
-866,050
1015
$71.8M 0.01%
3,865,443
+2,959,109
1016
$71.8M 0.01%
5,547,267
-522,742
1017
$71.6M 0.01%
1,679,948
+1,169,414
1018
$71.6M 0.01%
2,020,941
+599,081
1019
$71.3M 0.01%
2,071,417
+363,368
1020
$70.8M 0.01%
3,951,522
+769,188
1021
$70.8M 0.01%
9,802,402
-4,768,216
1022
$70.7M 0.01%
1,956,181
+768,765
1023
$70.7M 0.01%
1,733,503
-240,371
1024
$70.6M 0.01%
2,887,854
-297,380
1025
$70.6M 0.01%
662,320
+34,422
39 40
41
42 43