Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.77T
1-Year Est. Return 30.81%
 

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
+30.81%
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
2176
$3.29M ﹤0.01%
+49,562
2177
$3.28M ﹤0.01%
29,483
2178
$3.27M ﹤0.01%
78,100
-18,967
2179
$3.26M ﹤0.01%
104,100
-38,800
2180
$3.23M ﹤0.01%
10,339
+617
2181
$3.22M ﹤0.01%
102,150
+35,550
2182
$3.22M ﹤0.01%
2,474,466
+220,900
2183
$3.21M ﹤0.01%
163,600
+40,470
2184
$3.2M ﹤0.01%
37,600
+700
2185
$3.17M ﹤0.01%
337,500
+17,750
2186
$3.16M ﹤0.01%
59,732
-375,186
2187
$3.15M ﹤0.01%
+71,638
2188
$3.15M ﹤0.01%
146,785
2189
$3.1M ﹤0.01%
802,029
2190
$3.1M ﹤0.01%
1,335,000
+210,000
2191
$3.09M ﹤0.01%
100,932
+15,000
2192
$3.08M ﹤0.01%
158,893
-961,595
2193
$3.07M ﹤0.01%
900,409
+409
2194
$3.07M ﹤0.01%
219,200
2195
$3.06M ﹤0.01%
+152,800
2196
$3.06M ﹤0.01%
82,170
-594,525
2197
$3.06M ﹤0.01%
382,373
-1,900
2198
$3.05M ﹤0.01%
+72,300
2199
$3.04M ﹤0.01%
281,300
-761,000
2200
$3.04M ﹤0.01%
21,815
+498
86 87
88
89 90