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
1301
$42.7M ﹤0.01%
347,711
+6,195
1302
$42.4M ﹤0.01%
4,164,596
1303
$42.4M ﹤0.01%
1,234,137
+114,836
1304
$42.4M ﹤0.01%
354,666
-51,199
1305
$42.3M ﹤0.01%
1,079,537
-158,054
1306
$42.3M ﹤0.01%
970,715
-568,082
1307
$42M ﹤0.01%
582,042
-19,136
1308
$41.9M ﹤0.01%
2,893,848
+291
1309
$41.8M ﹤0.01%
820,463
+114,242
1310
$41.7M ﹤0.01%
632,788
-4,040
1311
$41.7M ﹤0.01%
401,417
-15,862
1312
$41.6M ﹤0.01%
1,170,520
+42,969
1313
$41.5M ﹤0.01%
529,904
+9,875
1314
$41.5M ﹤0.01%
2,952,337
+35,372
1315
$41.5M ﹤0.01%
2,099,866
+2,034,749
1316
$41.3M ﹤0.01%
4,668,362
-5,397,306
1317
$41.2M ﹤0.01%
1,108,730
-973,555
1318
$41.1M ﹤0.01%
1,789,166
-105,003
1319
$40.9M ﹤0.01%
1,186,644
-47,725
1320
$40.9M ﹤0.01%
3,182,503
+217,515
1321
$40.8M ﹤0.01%
1,238,661
-1,367,853
1322
$40.6M ﹤0.01%
979,779
-178,463
1323
$40.4M ﹤0.01%
1,161,662
+462,707
1324
$40.2M ﹤0.01%
1,016,960
+82,353
1325
$40.1M ﹤0.01%
792,137
-144,425
51 52
53
54 55