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
1401
$31.1M ﹤0.01%
1,027,238
+260,509
1402
$31M ﹤0.01%
400,432
+25,915
1403
$31M ﹤0.01%
354,139
-304,469
1404
$30.9M ﹤0.01%
1,779,832
-33,430
1405
$30.8M ﹤0.01%
1,970,148
-25,159
1406
$30.8M ﹤0.01%
1,136,081
-58,322
1407
$30.7M ﹤0.01%
1,335,072
+115,096
1408
$30.4M ﹤0.01%
483,750
+51,580
1409
$30.2M ﹤0.01%
3,194,773
-310,700
1410
$30.2M ﹤0.01%
793,865
+18
1411
$30.2M ﹤0.01%
2,004,978
+1,998,537
1412
$30.1M ﹤0.01%
208,887
-103,252
1413
$30.1M ﹤0.01%
3,187,319
-1,801,926
1414
$30M ﹤0.01%
269,632
+155,591
1415
$29.9M ﹤0.01%
2,218,415
+170,283
1416
$29.9M ﹤0.01%
168,162
-391,469
1417
$29.9M ﹤0.01%
650,348
-41,513
1418
$29.8M ﹤0.01%
794,611
-30,749
1419
$29.7M ﹤0.01%
1,076,844
+104,395
1420
$29.7M ﹤0.01%
1,960,328
+1,960,326
1421
$29.7M ﹤0.01%
1,109,657
-9,089
1422
$29.7M ﹤0.01%
1,666,978
+742,033
1423
$29.7M ﹤0.01%
480,527
-483
1424
$29.5M ﹤0.01%
761,046
-41,030
1425
$29.4M ﹤0.01%
903,912
-140,526
55 56
57
58 59