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
1026
$90.3M 0.01%
3,509,952
-206,665
1027
$90.1M 0.01%
3,765,748
-188,681
1028
$90M 0.01%
929,032
-615,429
1029
$89.7M 0.01%
3,172,308
-1,139,800
1030
$89.5M 0.01%
2,357,665
-27,271
1031
$89.2M 0.01%
973,942
-299,663
1032
$88.6M 0.01%
2,804,300
+72,900
1033
$88.6M 0.01%
1,538,110
+102,086
1034
$88.4M 0.01%
2,103,011
-219,820
1035
$88.2M 0.01%
3,047,933
+111,000
1036
$88.1M 0.01%
1,114,115
-546,396
1037
$88M 0.01%
859,772
+81,527
1038
$87.9M 0.01%
1,832,970
-396,357
1039
$87.6M 0.01%
1,782,921
-62,553
1040
$87.3M 0.01%
1,619,899
+199,849
1041
$86.5M 0.01%
2,500,000
1042
$86.4M 0.01%
2,969,204
-3,452,727
1043
$86.2M 0.01%
1,884,175
-273,206
1044
$85.9M 0.01%
644,575
-17,397
1045
$85.7M 0.01%
3,560,997
+1,249,329
1046
$85.2M 0.01%
3,614,841
-109,244
1047
$85M 0.01%
1,866,313
-49,087
1048
$84.8M 0.01%
5,532,000
+647,700
1049
$84.7M 0.01%
1,963,700
-205,403
1050
$84.7M 0.01%
15,691,308
+270,000
40 41
42
43 44