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
$906B
AUM Growth
+$72.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,575
New
Increased
Reduced
Closed

Top Buys

1
+$1.58B
2
+$1.42B
3
+$1.15B
4
LYFT icon
Lyft
LYFT
+$1.09B
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$966M

Top Sells

1
+$1.94B
2
+$1.42B
3
+$1.3B
4
CELG
Celgene Corp
CELG
+$1.1B
5
MCD icon
McDonald's
MCD
+$865M

Sector Composition

1 Technology 22.72%
2 Healthcare 15.27%
3 Financials 14.9%
4 Consumer Discretionary 10.86%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$595M 0.07%
10,099,187
-1,280,195
277
$595M 0.07%
3,684,841
-208,662
278
$591M 0.07%
7,379,190
+23,267
279
$590M 0.07%
4,919,398
+464,781
280
$590M 0.07%
9,841,448
-32,774
281
$589M 0.07%
4,398,004
+139,901
282
$589M 0.07%
9,171,819
-3,194,127
283
$585M 0.06%
4,226,122
-218,266
284
$577M 0.06%
2,973,126
-1,100,016
285
$576M 0.06%
3,939,004
-243,880
286
$574M 0.06%
19,653,075
-737,820
287
$574M 0.06%
5,837,330
+3,901,064
288
$573M 0.06%
5,143,024
-1,565,665
289
$569M 0.06%
6,012,889
-591,500
290
$569M 0.06%
5,540,628
+677,945
291
$568M 0.06%
11,135,810
+1,733,615
292
$565M 0.06%
6,538,898
-1,130,488
293
$561M 0.06%
7,772,629
+24,081
294
$560M 0.06%
5,731,864
-5,080,824
295
$560M 0.06%
20,762,962
-1,307,958
296
$557M 0.06%
3,768,557
+2,347,888
297
$554M 0.06%
6,017,003
-113,912
298
$546M 0.06%
3,808,817
+126,252
299
$541M 0.06%
18,543,538
-157,637
300
$537M 0.06%
472,575
-130,514
10 11
12
13 14