Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.77T
1-Year Est. Return 30.81%
 

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
+30.81%
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
26
$4.65B 0.51%
72,421,720
+22,132,025
27
$4.43B 0.49%
20,886,445
-757,686
28
$4.39B 0.48%
19,382,463
-1,032,553
29
$4.31B 0.48%
19,721,698
-1,405,678
30
$4.29B 0.47%
18,500,189
+29,055
31
$4.27B 0.47%
157,914,892
+1,463,584
32
$4.25B 0.47%
18,482,946
-880,917
33
$4.14B 0.46%
20,994,024
+1,606,173
34
$4.06B 0.45%
12,496,225
-191,300
35
$4.05B 0.45%
68,156,488
+14,371,236
36
$4.04B 0.45%
57,910,545
+157,322
37
$3.99B 0.44%
29,354,253
-2,075,860
38
$3.98B 0.44%
49,879,543
-4,247,125
39
$3.96B 0.44%
79,405,891
+13,543,287
40
$3.66B 0.4%
13,802,347
+541,238
41
$3.65B 0.4%
91,793,490
-57,310
42
$3.56B 0.39%
40,238,885
+2,928,045
43
$3.5B 0.39%
28,140,011
-1,067,109
44
$3.27B 0.36%
15,826,560
-1,831,199
45
$3.19B 0.35%
10,856,692
-882,440
46
$3.19B 0.35%
80,535,393
+1,697,625
47
$3.15B 0.35%
15,414,573
+2,206,181
48
$3.14B 0.35%
24,660,005
+2,017,277
49
$3.08B 0.34%
55,723,773
-5,951,524
50
$3.05B 0.34%
30,077,288
+1,302,351
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