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
1201
$50.5M 0.01%
2,300,000
-2,420,000
1202
$50.4M 0.01%
864,960
+706
1203
$50.2M 0.01%
502,985
1204
$50M 0.01%
1,255,462
-361,312
1205
$49.7M 0.01%
1,360,848
-90,996
1206
$49.6M 0.01%
2,223,424
+80,156
1207
$49.4M 0.01%
589,475
-2,085,801
1208
$49.2M 0.01%
629,731
+8,391
1209
$49.1M 0.01%
1,171,237
+91,425
1210
$48.9M 0.01%
2,850,757
+485,755
1211
$48.9M 0.01%
2,284,106
-48,880
1212
$48.8M 0.01%
4,387,580
-610,826
1213
$48.7M 0.01%
2,234,836
+487,912
1214
$48.6M 0.01%
1,056,174
-71,235
1215
$48.5M 0.01%
499,620
+31,748
1216
$48.5M 0.01%
686,663
+29,742
1217
$48.4M 0.01%
579,784
-167,077
1218
$48.2M 0.01%
1,542,297
+1,493,362
1219
$48.2M 0.01%
5,370,923
+4,884
1220
$48.2M 0.01%
1,185,731
+51,852
1221
$48M 0.01%
602,597
+2,224
1222
$47.7M 0.01%
2,208,543
+641
1223
$47.6M 0.01%
3,397,872
+382,425
1224
$47.5M 0.01%
1,800,702
+4,134
1225
$47.3M 0.01%
1,703,106
-622,165
47 48
49
50 51