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
1051
$66.5M 0.01%
887,198
+321,437
1052
$66.5M 0.01%
4,098,000
+189,297
1053
$66.3M 0.01%
850,354
-23,124
1054
$66.1M 0.01%
1,265,937
-286,181
1055
$65.5M 0.01%
581,809
-176,562
1056
$65.4M 0.01%
11,832,403
+350,792
1057
$65.4M 0.01%
4,134,255
-1,252,760
1058
$65.2M 0.01%
839,951
-250,612
1059
$65.1M 0.01%
823,721
-762,016
1060
$65.1M 0.01%
1,873,839
-1,496,831
1061
$64.9M 0.01%
444,650
-97,043
1062
$64.8M 0.01%
799,220
+51,237
1063
$64.6M 0.01%
352,377
-40,068
1064
$64.6M 0.01%
1,674,307
-182,295
1065
$64.1M 0.01%
6,101,450
+1,240,006
1066
$63.9M 0.01%
3,000,000
+440,100
1067
$63.8M 0.01%
1,046,180
+892,772
1068
$63.6M 0.01%
10,492,386
-5,877,659
1069
$62.5M 0.01%
2,241,330
+128,056
1070
$62.4M 0.01%
10,441,895
+459,724
1071
$62.4M 0.01%
4,966,463
+4,966,101
1072
$62.2M 0.01%
801,570
-109,072
1073
$62.2M 0.01%
397,118
-21,169
1074
$62.1M 0.01%
2,230,916
-48,720
1075
$61.9M 0.01%
311,654
-74,583
41 42
43
44 45