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
2251
$851K ﹤0.01%
47,401
-39,299
2252
$848K ﹤0.01%
270,996
2253
$836K ﹤0.01%
39,300
2254
$826K ﹤0.01%
15,313
+3,112
2255
$823K ﹤0.01%
28,301
-8,172
2256
$820K ﹤0.01%
10,362
-1,466
2257
$818K ﹤0.01%
873
2258
$817K ﹤0.01%
+39,583
2259
$809K ﹤0.01%
10,817
-2,759
2260
$808K ﹤0.01%
7,024
+6,916
2261
$807K ﹤0.01%
16,183
-1,802
2262
$797K ﹤0.01%
269,003
-377,393
2263
$785K ﹤0.01%
+56,383
2264
$778K ﹤0.01%
25,349
-61,268
2265
$773K ﹤0.01%
8,747
-5,146
2266
$770K ﹤0.01%
5,148
-165
2267
$768K ﹤0.01%
7,015
+222
2268
$762K ﹤0.01%
72,187
-51,351
2269
$758K ﹤0.01%
75,562
-90,901
2270
$749K ﹤0.01%
96,500
+97
2271
$744K ﹤0.01%
7,822
-1,546
2272
$744K ﹤0.01%
19,346
2273
$731K ﹤0.01%
6,088
-2,544
2274
$719K ﹤0.01%
1,301,500
+59,499
2275
$714K ﹤0.01%
56,500
-49,200
89 90
91
92 93