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
526
$296M 0.03%
6,418,089
+5,977
527
$296M 0.03%
3,268,355
-10,553
528
$296M 0.03%
12,904,278
-3,812,797
529
$295M 0.03%
1,103,037
-53,701
530
$293M 0.03%
4,172,866
-1,872,864
531
$291M 0.03%
9,427,237
-7,319,256
532
$290M 0.03%
18,287,466
+63,052
533
$287M 0.03%
9,217,392
-410,810
534
$287M 0.03%
2,358,489
-1,057,001
535
$286M 0.03%
3,505,817
+42,480
536
$285M 0.03%
1,428,020
+182,890
537
$285M 0.03%
21,378,747
+3,184,955
538
$284M 0.03%
2,646,529
+637
539
$283M 0.03%
88,041,976
-1,351
540
$282M 0.03%
14,643,801
-1,014,200
541
$282M 0.03%
9,563,316
+53,043
542
$282M 0.03%
2,549,828
+882,992
543
$282M 0.03%
853,710
+152,747
544
$281M 0.03%
6,754,786
+731,971
545
$281M 0.03%
10,595,912
+2,409,495
546
$278M 0.03%
1,195,426
+194,603
547
$278M 0.03%
1,034,563
-237,209
548
$277M 0.03%
2,397,518
+288
549
$277M 0.03%
4,112,959
-232,938
550
$277M 0.03%
25,070,658
+578,503
20 21
22
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