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
2101
$2.04M ﹤0.01%
+79,200
2102
$2.04M ﹤0.01%
45,832
-889
2103
$2.02M ﹤0.01%
91,500
2104
$2M ﹤0.01%
219,729
+219,200
2105
$2M ﹤0.01%
37,289
+4,468
2106
$1.98M ﹤0.01%
55,872
+16,018
2107
$1.98M ﹤0.01%
57,137
2108
$1.97M ﹤0.01%
30,413
+2,192
2109
$1.95M ﹤0.01%
49,071
-22,653
2110
$1.92M ﹤0.01%
61,766
2111
$1.9M ﹤0.01%
25,977
-355
2112
$1.9M ﹤0.01%
72,045
2113
$1.9M ﹤0.01%
1,578,783
2114
$1.88M ﹤0.01%
33,381
+30,649
2115
$1.87M ﹤0.01%
77,566
-11,106
2116
$1.86M ﹤0.01%
132,711
-81,403
2117
$1.85M ﹤0.01%
61,934
+1
2118
$1.84M ﹤0.01%
57,093
-11,400
2119
$1.84M ﹤0.01%
75,640
+65,383
2120
$1.83M ﹤0.01%
567,153
2121
$1.83M ﹤0.01%
84,678
-6,561
2122
$1.83M ﹤0.01%
49,896
-2,703
2123
$1.82M ﹤0.01%
117,700
2124
$1.82M ﹤0.01%
488,271
-66,600
2125
$1.81M ﹤0.01%
22,362
+229
83 84
85
86 87