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
1076
$61.5M 0.01%
856,472
+291,069
1077
$61.5M 0.01%
1,585,467
-855,222
1078
$61.1M 0.01%
6,554,181
+310,914
1079
$61M 0.01%
4,697,996
+3,281,131
1080
$60.8M 0.01%
8,184,611
+664,143
1081
$60.6M 0.01%
1,474,438
-1,456,080
1082
$60.6M 0.01%
53,188
-5,584
1083
$60.3M 0.01%
2,310,078
+46,151
1084
$60.1M 0.01%
2,380,688
+706,103
1085
$60.1M 0.01%
1,424,935
-163,075
1086
$60M 0.01%
4,241,439
-497,674
1087
$59.6M 0.01%
2,221,452
+118,478
1088
$59.5M 0.01%
8,420,508
+4,189,608
1089
$59.4M 0.01%
2,881,140
+2,227,134
1090
$59.3M 0.01%
3,157,380
+689,634
1091
$59.2M 0.01%
850,748
+423,456
1092
$58.8M 0.01%
4,637,125
+217,681
1093
$58.7M 0.01%
418,625
-1,798,826
1094
$58.6M 0.01%
896,916
-50,515
1095
$58.4M 0.01%
2,683,432
+393,912
1096
$58.3M 0.01%
2,486,604
-1,768,186
1097
$58.3M 0.01%
971,609
+68,350
1098
$57.7M 0.01%
1,173,994
-22,060
1099
$57.5M 0.01%
3,708,987
-1
1100
$57.4M 0.01%
1,311,582
-1,048,008
42 43
44
45 46