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
1151
$67.3M 0.01%
3,989,578
+500,624
1152
$67.3M 0.01%
1,608,714
+1,285,545
1153
$67.2M 0.01%
1,321,782
+141,978
1154
$67.1M 0.01%
1,943,188
-182,724
1155
$67.1M 0.01%
3,402,800
-3,526,900
1156
$67M 0.01%
1,661,456
-141,506
1157
$66.9M 0.01%
830,353
-51,816
1158
$66.7M 0.01%
2,486,818
-39,400
1159
$66.5M 0.01%
1,951,956
-1,552,074
1160
$66.5M 0.01%
847,373
-56,200
1161
$66.5M 0.01%
9,033,857
-862,941
1162
$66.3M 0.01%
+1,568,612
1163
$66.2M 0.01%
1,610,869
-1,368,107
1164
$66.2M 0.01%
885,696
-6,159
1165
$65.7M 0.01%
4,394,540
-1,652,349
1166
$65.6M 0.01%
2,189,836
+1,708,347
1167
$65.4M 0.01%
1,464,005
+998,898
1168
$65.3M 0.01%
787,706
-108,855
1169
$65.2M 0.01%
1,535,422
+286,981
1170
$65.1M 0.01%
4,888,500
-28,000
1171
$65.1M 0.01%
597,122
+196,215
1172
$65M 0.01%
5,114,734
-1,193,509
1173
$64.9M 0.01%
2,135,179
-120,617
1174
$64.9M 0.01%
1,000,060
+60
1175
$64.8M 0.01%
2,061,987
-1,020,087
45 46
47
48 49