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
1201
$56M 0.01%
1,203,768
+63,938
1202
$55.9M 0.01%
2,269,231
+1,715
1203
$55.7M 0.01%
865,573
-37,942
1204
$55.6M 0.01%
12,000,269
+191
1205
$55.5M 0.01%
3,292,684
-608,112
1206
$55.2M 0.01%
9,206,685
-541,989
1207
$55.2M 0.01%
1,156,380
+227,868
1208
$55.1M 0.01%
2,692,902
+879,356
1209
$55M 0.01%
1,289,913
+68,852
1210
$54.7M 0.01%
4,519,402
-203,177
1211
$54.6M 0.01%
3,283,016
+796,677
1212
$54.2M 0.01%
1,303,994
+961,754
1213
$54.1M 0.01%
1,945,628
+9,736
1214
$53.9M 0.01%
1,906,554
-1,029,288
1215
$53.9M 0.01%
6,325,224
-905,417
1216
$53.8M 0.01%
600,005
-7,909
1217
$53.8M 0.01%
1,290,594
+507,545
1218
$53.7M 0.01%
468,600
1219
$53.6M 0.01%
308,605
+110,681
1220
$53.4M 0.01%
4,695,029
-182,342
1221
$52.9M 0.01%
1,062,597
-269,832
1222
$52.9M 0.01%
9,078,132
+265,692
1223
$52.8M 0.01%
674,776
-121,068
1224
$52.7M 0.01%
2,681,603
-305,417
1225
$52.6M 0.01%
1,033,910
+917,190
47 48
49
50 51