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
1151
$50.6M 0.01%
7,353,869
+464,482
1152
$50.5M 0.01%
1,548,896
-78,356
1153
$50.3M 0.01%
2,115,557
+1,892,167
1154
$50.3M 0.01%
63,561
-220,512
1155
$50.3M 0.01%
2,035,267
-1,182,977
1156
$50M 0.01%
3,098,640
+739,351
1157
$49.9M 0.01%
4,849,961
-6,687,829
1158
$49.7M 0.01%
2,038,777
+1,133,552
1159
$49.7M 0.01%
137,962
+36,008
1160
$49.6M 0.01%
650,200
+149,989
1161
$49.5M 0.01%
1,658,347
+9,160
1162
$49.3M 0.01%
3,626,716
+222,686
1163
$49.2M 0.01%
93,661
+36,574
1164
$49.1M 0.01%
1,375,573
-39,665
1165
$49M 0.01%
1,614,375
+1,605,187
1166
$48.9M 0.01%
710,001
-68,102
1167
$48.8M 0.01%
679,186
-345,094
1168
$48.8M 0.01%
37,608
-22,969
1169
$48.7M 0.01%
1,982,480
+1,387,487
1170
$48.6M 0.01%
6,716,470
-2,541,446
1171
$48.6M 0.01%
3,937,454
+2,085,381
1172
$48.5M 0.01%
7,597,137
+2,872,074
1173
$48.5M 0.01%
574,394
-68,032
1174
$48.5M 0.01%
811,400
-148,753
1175
$48.4M 0.01%
546,364
+112,808
45 46
47
48 49