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
601
$242M 0.03%
1,816,240
-104,542
602
$242M 0.03%
2,667,167
-575,176
603
$242M 0.03%
5,628,721
+383,034
604
$242M 0.03%
9,817,069
-2,634,772
605
$240M 0.03%
4,532,723
+705,749
606
$239M 0.03%
10,587,656
+1,094,281
607
$236M 0.02%
8,931,807
+1,054,191
608
$236M 0.02%
1,564,336
+272,380
609
$236M 0.02%
1,071,383
+110,439
610
$236M 0.02%
6,590,427
+4,213,537
611
$236M 0.02%
2,364,018
+253,758
612
$236M 0.02%
10,967,502
-252,830
613
$234M 0.02%
11,409,550
-163,746
614
$233M 0.02%
2,560,850
-11,802
615
$231M 0.02%
10,050,200
-1,911,195
616
$230M 0.02%
5,786,748
+224,014
617
$230M 0.02%
2,382,397
+347,248
618
$229M 0.02%
2,383,629
+155,584
619
$229M 0.02%
3,865,424
-441,969
620
$229M 0.02%
14,047,254
-1,174,699
621
$228M 0.02%
3,103,873
-2,284,428
622
$227M 0.02%
464,081
+362,734
623
$227M 0.02%
3,084,847
-54,898
624
$224M 0.02%
2,992,570
+733,396
625
$220M 0.02%
8,459,552
+1,670,262
23 24
25
26 27