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
1026
$76.2M 0.01%
899,576
-137,520
1027
$76M 0.01%
629,042
-3,768
1028
$74.7M 0.01%
1,155,174
+234,844
1029
$74.5M 0.01%
1,581,715
+446,328
1030
$74.4M 0.01%
361,131
+199,573
1031
$74.2M 0.01%
1,794,996
-3,120,216
1032
$74M 0.01%
2,043,038
-327,187
1033
$73.9M 0.01%
2,117,879
+202,637
1034
$73.8M 0.01%
1,953,067
+167,747
1035
$73.8M 0.01%
4,000,890
-69,186
1036
$73.4M 0.01%
252,337
+600
1037
$73.4M 0.01%
358,968
+248,565
1038
$73.2M 0.01%
677,329
+100,382
1039
$72.3M 0.01%
16,430,033
+608,855
1040
$72.2M 0.01%
1,051,775
-143,382
1041
$72M 0.01%
3,334,967
-77,463
1042
$72M 0.01%
1,615,007
+188,238
1043
$71.7M 0.01%
4,118,634
-791,363
1044
$71.7M 0.01%
1,822,544
+1,173,361
1045
$71.6M 0.01%
+60,850
1046
$71.2M 0.01%
2,340,987
+157,133
1047
$71.1M 0.01%
2,005,649
-3,034
1048
$71M 0.01%
1,030,144
-23,404
1049
$70.9M 0.01%
2,203,119
-2,509,153
1050
$70.8M 0.01%
4,125,689
+251,880
40 41
42
43 44