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
$959B
AUM Growth
-$44.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,710
New
Increased
Reduced
Closed

Top Buys

1
+$1.81B
2
+$910M
3
+$775M
4
SNAP icon
Snap
SNAP
+$768M
5
UBER icon
Uber
UBER
+$752M

Top Sells

1
+$859M
2
+$761M
3
+$725M
4
EL icon
Estee Lauder
EL
+$665M
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$643M

Sector Composition

1 Technology 23.39%
2 Healthcare 16.24%
3 Financials 11.53%
4 Consumer Discretionary 11.21%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3501
$28K ﹤0.01%
1,370
+848
3502
$28K ﹤0.01%
1,262
-80,467
3503
$28K ﹤0.01%
623
-124
3504
$28K ﹤0.01%
1,356
+137
3505
$28K ﹤0.01%
954
+173
3506
$28K ﹤0.01%
4,025
+41
3507
$28K ﹤0.01%
783
+348
3508
$28K ﹤0.01%
4,341
3509
$28K ﹤0.01%
3,334
-1,482
3510
$28K ﹤0.01%
521
+10
3511
$28K ﹤0.01%
1,845
-23,836
3512
$28K ﹤0.01%
6,064
+5,852
3513
$28K ﹤0.01%
1,737
-1,128
3514
$28K ﹤0.01%
10,051
+9,800
3515
$27K ﹤0.01%
1,675
-11,333
3516
$27K ﹤0.01%
1,493
-1,445
3517
$27K ﹤0.01%
2,065
+1,413
3518
$27K ﹤0.01%
1,253
+561
3519
$27K ﹤0.01%
4,667
-1,700
3520
$27K ﹤0.01%
380
3521
$27K ﹤0.01%
69,333
+56,186
3522
$27K ﹤0.01%
1,392
+698
3523
$27K ﹤0.01%
1,332
+735
3524
$27K ﹤0.01%
2,570
+1,920
3525
$27K ﹤0.01%
7,964
-9,480
139 140
141
142 143