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
1576
$19.3M ﹤0.01%
412,164
-340
1577
$19.3M ﹤0.01%
305,443
+113,656
1578
$19.3M ﹤0.01%
120,469
-16,076
1579
$19.2M ﹤0.01%
399,563
+66,000
1580
$19.2M ﹤0.01%
50,350
-7,150
1581
$19.1M ﹤0.01%
1,034,980
-199,358
1582
$19.1M ﹤0.01%
237,059
-372,657
1583
$18.9M ﹤0.01%
1,783,125
+100,208
1584
$18.9M ﹤0.01%
1,036,184
+1,036,106
1585
$18.7M ﹤0.01%
497,300
1586
$18.7M ﹤0.01%
296,044
+287,830
1587
$18.7M ﹤0.01%
926,763
+17,757
1588
$18.6M ﹤0.01%
455,713
-102,154
1589
$18.6M ﹤0.01%
900,178
+682,794
1590
$18.6M ﹤0.01%
395,262
-41,068
1591
$18.5M ﹤0.01%
1,457,859
+50,153
1592
$18.4M ﹤0.01%
1,016,328
-320,100
1593
$18.4M ﹤0.01%
461,609
-383
1594
$18.4M ﹤0.01%
843,796
+72,940
1595
$18.3M ﹤0.01%
730,700
-107,737
1596
$18.2M ﹤0.01%
+356,000
1597
$18.1M ﹤0.01%
406,133
-25,991
1598
$18.1M ﹤0.01%
502,976
-27,943
1599
$18M ﹤0.01%
303,988
+10,240
1600
$18M ﹤0.01%
400,214
+49,004
62 63
64
65 66