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
1376
$41.5M 0.01%
1,350,499
+18,000
1377
$41.5M 0.01%
3,014,980
+2,102,360
1378
$41.4M 0.01%
722,921
-6,485
1379
$41.4M 0.01%
1,195,096
-79,200
1380
$41.3M 0.01%
1,109,040
1381
$41.3M 0.01%
1,746,473
+13,420
1382
$41.2M 0.01%
2,436,475
1383
$41.2M 0.01%
211,537
-38,694
1384
$41.1M 0.01%
510,907
+334,472
1385
$41M 0.01%
9,318,749
+8,369,024
1386
$41M 0.01%
446,583
-32,365
1387
$40.9M 0.01%
521,680
+25,712
1388
$40.8M 0.01%
358,800
-182,900
1389
$40.8M 0.01%
3,789,685
-218,391
1390
$40.8M 0.01%
1,178,615
-605,191
1391
$40.7M 0.01%
1,161,642
-1,851,158
1392
$40.7M 0.01%
2,281,813
+173,644
1393
$40.7M 0.01%
2,115,292
1394
$40.7M 0.01%
479,030
-1,149,800
1395
$40.7M 0.01%
2,137,024
-57,919
1396
$40.7M 0.01%
7,200,400
+200,400
1397
$40.6M 0.01%
1,660,667
-1,120,979
1398
$40.4M 0.01%
784,353
-1,700
1399
$40.4M 0.01%
78,631
-32,667
1400
$40.3M 0.01%
622,599
54 55
56
57 58