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
2426
$671K ﹤0.01%
10,808
-35
2427
$669K ﹤0.01%
25,600
2428
$653K ﹤0.01%
91,136
+48,800
2429
$651K ﹤0.01%
15,818
+2,772
2430
$650K ﹤0.01%
38,600
2431
$646K ﹤0.01%
35,601
-10,239
2432
$645K ﹤0.01%
20,300
+900
2433
$644K ﹤0.01%
27,710
-8,328
2434
$642K ﹤0.01%
284,450
2435
$627K ﹤0.01%
25,100
2436
$622K ﹤0.01%
+46,000
2437
$622K ﹤0.01%
22,200
+7,000
2438
$620K ﹤0.01%
56,170
-2,094,199
2439
$613K ﹤0.01%
36,449
-1,072,200
2440
$612K ﹤0.01%
24,100
2441
$599K ﹤0.01%
+31,100
2442
$597K ﹤0.01%
30,200
2443
$592K ﹤0.01%
6,029
-41,476
2444
$585K ﹤0.01%
273,469
+199
2445
$580K ﹤0.01%
9,081
+3,030
2446
$569K ﹤0.01%
17,550
+1,774
2447
$566K ﹤0.01%
38,390
-2,610
2448
$560K ﹤0.01%
46,300
2449
$554K ﹤0.01%
20,007
+7
2450
$550K ﹤0.01%
33,324
-13,281
96 97
98
99 100