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
2376
$1.01M ﹤0.01%
+32,000
2377
$1.01M ﹤0.01%
1,812,100
-895,000
2378
$992K ﹤0.01%
124,762
-3,836,077
2379
$986K ﹤0.01%
155,057
-1,800
2380
$983K ﹤0.01%
150,100
-586,409
2381
$970K ﹤0.01%
57,291
-24,050
2382
$969K ﹤0.01%
+71,200
2383
$950K ﹤0.01%
306,912
2384
$948K ﹤0.01%
31,484
-523,943
2385
$947K ﹤0.01%
36,780
-1,100
2386
$941K ﹤0.01%
+343,571
2387
$941K ﹤0.01%
+98,681
2388
$922K ﹤0.01%
39,048
2389
$915K ﹤0.01%
8,301
+3,343
2390
$911K ﹤0.01%
40,600
-164,233
2391
$906K ﹤0.01%
38,559
+700
2392
$894K ﹤0.01%
61,210
-537,355
2393
$887K ﹤0.01%
15,017
+7,632
2394
$881K ﹤0.01%
13,208
+6,588
2395
$874K ﹤0.01%
8,746
+1,410
2396
$869K ﹤0.01%
33,600
2397
$862K ﹤0.01%
11,583
-29,980
2398
$858K ﹤0.01%
11,165
-249
2399
$841K ﹤0.01%
8,604
+2,613
2400
$832K ﹤0.01%
72,600
-30,100
94 95
96
97 98