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
2001
$4.03M ﹤0.01%
200,377
-60
2002
$4.01M ﹤0.01%
85,434
+162
2003
$3.95M ﹤0.01%
7,778,414
+271,356
2004
$3.89M ﹤0.01%
563,974
2005
$3.89M ﹤0.01%
28,105
-166
2006
$3.88M ﹤0.01%
34,241
2007
$3.87M ﹤0.01%
83,100
-1,735
2008
$3.84M ﹤0.01%
+242,082
2009
$3.8M ﹤0.01%
457,474
+213,229
2010
$3.79M ﹤0.01%
144,692
-8,893
2011
$3.79M ﹤0.01%
657,305
+424
2012
$3.78M ﹤0.01%
+880,800
2013
$3.76M ﹤0.01%
109,559
-318,566
2014
$3.75M ﹤0.01%
126,833
-29,350
2015
$3.74M ﹤0.01%
417,740
+95,189
2016
$3.73M ﹤0.01%
113,314
+17,676
2017
$3.73M ﹤0.01%
453,811
+432,306
2018
$3.71M ﹤0.01%
241,196
+90,104
2019
$3.7M ﹤0.01%
46,950
+12,445
2020
$3.68M ﹤0.01%
2,454,290
+478,236
2021
$3.67M ﹤0.01%
+246,199
2022
$3.65M ﹤0.01%
205,033
+174,836
2023
$3.64M ﹤0.01%
142,413
+67,788
2024
$3.63M ﹤0.01%
858,130
-211,159
2025
$3.62M ﹤0.01%
292,782
-9,474
79 80
81
82 83