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
2351
$376K ﹤0.01%
5,123
+1,016
2352
$372K ﹤0.01%
5,848
2353
$369K ﹤0.01%
5,701
+1,739
2354
$367K ﹤0.01%
5,650
+848
2355
$363K ﹤0.01%
10,753
-515
2356
$360K ﹤0.01%
+16,280
2357
$359K ﹤0.01%
74,060
-31,365
2358
$358K ﹤0.01%
17,674
+8,575
2359
$357K ﹤0.01%
14,109
-3,191
2360
$355K ﹤0.01%
7,427
2361
$354K ﹤0.01%
2,632
-71
2362
$354K ﹤0.01%
6,655
+843
2363
$349K ﹤0.01%
4,028
+183
2364
$346K ﹤0.01%
2,487
+351
2365
$344K ﹤0.01%
9,773
+1,450
2366
$343K ﹤0.01%
76,661
2367
$339K ﹤0.01%
5,271
+22
2368
$332K ﹤0.01%
10,000
2369
$331K ﹤0.01%
5,021
-2,139
2370
$327K ﹤0.01%
9,258
+456
2371
$318K ﹤0.01%
16,166
-15,118
2372
$314K ﹤0.01%
23,369
+22,831
2373
$312K ﹤0.01%
3,688
-947
2374
$311K ﹤0.01%
10,570
+7,628
2375
$308K ﹤0.01%
1,647
-370,006
93 94
95
96 97