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
1251
$43.8M ﹤0.01%
115,642
-13,120
1252
$43.6M ﹤0.01%
1,291,457
-348,160
1253
$43.5M ﹤0.01%
115,576
-172,470
1254
$43.5M ﹤0.01%
1,391,061
-235,581
1255
$43.2M ﹤0.01%
725,113
-5,892
1256
$43.2M ﹤0.01%
2,240,814
+669,969
1257
$43.1M ﹤0.01%
664,002
+116,811
1258
$43M ﹤0.01%
1,198,416
+120,110
1259
$43M ﹤0.01%
1,296,170
-278,637
1260
$42.9M ﹤0.01%
365,100
+365,000
1261
$42.9M ﹤0.01%
476,997
+28,718
1262
$42.8M ﹤0.01%
346,630
-131,813
1263
$42.8M ﹤0.01%
353,550
-18,869
1264
$42.8M ﹤0.01%
1,111,112
1265
$42.6M ﹤0.01%
113,689
+68,788
1266
$42.6M ﹤0.01%
537,022
-438,195
1267
$42.5M ﹤0.01%
267,600
+38,707
1268
$42.5M ﹤0.01%
6,853,857
+2,327,716
1269
$42.4M ﹤0.01%
613,541
+45
1270
$42.4M ﹤0.01%
1,018,305
+20,003
1271
$42M ﹤0.01%
3,092,986
-171,846
1272
$41.9M ﹤0.01%
8,709,057
+93,158
1273
$41.8M ﹤0.01%
1,841,267
-11,876
1274
$41.7M ﹤0.01%
277,174
+591
1275
$41.6M ﹤0.01%
4,662,554
+315,950
49 50
51
52 53