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
1101
$68.7M 0.01%
2,367,603
-154,986
1102
$68.5M 0.01%
2,827,961
+173,413
1103
$68.4M 0.01%
8,608,309
+44
1104
$68.4M 0.01%
2,096,671
+301,614
1105
$68.3M 0.01%
901,932
+2,750
1106
$68.3M 0.01%
5,182,700
-906,051
1107
$68.3M 0.01%
2,836,989
+521,782
1108
$68M 0.01%
4,224,018
+65,606
1109
$68M 0.01%
4,159,741
+195,060
1110
$67.9M 0.01%
2,771,341
-197,874
1111
$67.8M 0.01%
1,485,901
+350,703
1112
$67.7M 0.01%
4,340,013
+186,768
1113
$67.3M 0.01%
4,004,258
+376,767
1114
$67.3M 0.01%
1,590,020
+144,075
1115
$67.2M 0.01%
2,013,577
-87,743
1116
$67.2M 0.01%
8,675,843
-83,701
1117
$67.1M 0.01%
20,562,448
+1,720,500
1118
$67.1M 0.01%
515,521
-20,566
1119
$66.9M 0.01%
19,498,604
+15,633
1120
$66.9M 0.01%
29,849,463
-2,035,568
1121
$66.7M 0.01%
1,903,276
+208,506
1122
$66.6M 0.01%
823,132
+166,634
1123
$66.4M 0.01%
826,899
-85,568
1124
$66.2M 0.01%
352,097
-15,891
1125
$66M 0.01%
1,929,533
+146,838
43 44
45
46 47