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
2226
$1.05M ﹤0.01%
78,664
+7,798
2227
$1.02M ﹤0.01%
93,453
+93,452
2228
$1.01M ﹤0.01%
31,380
-37,687
2229
$1.01M ﹤0.01%
24,800
2230
$1.01M ﹤0.01%
9,462
+4,732
2231
$1M ﹤0.01%
37,068
+36,837
2232
$961K ﹤0.01%
23,345
+10,647
2233
$958K ﹤0.01%
4,790
+104
2234
$955K ﹤0.01%
19,543
+19,472
2235
$953K ﹤0.01%
38,091
-322
2236
$950K ﹤0.01%
41,600
-1
2237
$948K ﹤0.01%
145,800
-1,701
2238
$938K ﹤0.01%
30,231
-921
2239
$932K ﹤0.01%
7,726
+6,100
2240
$925K ﹤0.01%
23,836
+17,954
2241
$922K ﹤0.01%
20,886
-4,968
2242
$912K ﹤0.01%
21,150
-1,415
2243
$904K ﹤0.01%
55,311
+252
2244
$904K ﹤0.01%
137,854
-135,585
2245
$882K ﹤0.01%
16,947
+337
2246
$878K ﹤0.01%
22,350
-3,912
2247
$873K ﹤0.01%
6,530
+257
2248
$860K ﹤0.01%
78,210
2249
$860K ﹤0.01%
25,552
-131,035
2250
$851K ﹤0.01%
18,150
-160
88 89
90
91 92