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
1051
$70.7M 0.01%
46,480,268
-7,681,048
1052
$70.3M 0.01%
1,179,225
-3,663
1053
$70.2M 0.01%
758,590
+252,598
1054
$70.1M 0.01%
420,536
+1,059
1055
$70.1M 0.01%
10,340,770
-5,096,323
1056
$69.9M 0.01%
3,260,414
+1,068,737
1057
$69.9M 0.01%
1,751,657
+1,750,746
1058
$69.8M 0.01%
4,014,380
+13,864
1059
$69.8M 0.01%
4,362,623
-274,053
1060
$69.5M 0.01%
2,074,681
+227,076
1061
$69.5M 0.01%
1,447,864
+525,562
1062
$69.4M 0.01%
7,940,700
+5,681,300
1063
$69.3M 0.01%
3,670,093
-749,983
1064
$69.3M 0.01%
1,993,484
+146,318
1065
$68.6M 0.01%
1,514,198
-938,873
1066
$68.5M 0.01%
914,768
-96,823
1067
$68.4M 0.01%
1,101,963
+326,306
1068
$68.3M 0.01%
4,971,030
-639,089
1069
$68.2M 0.01%
1,656,406
-29,633
1070
$68M 0.01%
4,347,400
-145,300
1071
$67.7M 0.01%
1,196,548
-555,702
1072
$67.6M 0.01%
3,329,030
+377,090
1073
$67.3M 0.01%
3,086,170
+903,144
1074
$67.3M 0.01%
1,457,497
-673,303
1075
$67.2M 0.01%
2,047,867
+688,388
41 42
43
44 45