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
726
$173M 0.02%
6,790,209
+4,445,372
727
$172M 0.02%
2,247,908
+642,663
728
$172M 0.02%
1,296,093
+313,726
729
$171M 0.02%
3,791,532
+78,346
730
$171M 0.02%
4,442,816
-3,471,230
731
$171M 0.02%
3,106,534
+35,095
732
$171M 0.02%
7,310,028
-3,468,375
733
$171M 0.02%
8,929,231
+1,216,551
734
$170M 0.02%
6,500,779
-329,283
735
$170M 0.02%
2,851,498
-239,023
736
$169M 0.02%
1,443,461
-33,133
737
$169M 0.02%
2,129,024
-1,333,226
738
$169M 0.02%
2,471,046
-34,476
739
$169M 0.02%
1,019,645
-90
740
$169M 0.02%
6,848,621
+11,416
741
$169M 0.02%
935,049
+45,546
742
$169M 0.02%
1,979,967
+800,361
743
$169M 0.02%
4,669,759
+97,391
744
$169M 0.02%
10,354,737
-1,152,107
745
$166M 0.02%
4,617,767
+108,058
746
$166M 0.02%
3,772,393
-196,593
747
$166M 0.02%
4,326,684
-152,259
748
$165M 0.02%
8,929,401
+540,808
749
$164M 0.02%
3,940,156
-256,961
750
$164M 0.02%
7,569,606
-206,562
28 29
30
31 32