FT

Fiduciary Trust Portfolio holdings

AUM $8.83B
1-Year Est. Return 19.42%
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.68B
AUM Growth
+$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$8.43M
3
+$7.82M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.07M
5
NVDA icon
NVIDIA
NVDA
+$5.89M

Top Sells

1
+$26.1M
2
+$24.4M
3
+$12.6M
4
ISRG icon
Intuitive Surgical
ISRG
+$7.43M
5
LOW icon
Lowe's Companies
LOW
+$6.1M

Sector Composition

1 Technology 15.81%
2 Consumer Discretionary 12.91%
3 Healthcare 9.17%
4 Financials 5.29%
5 Consumer Staples 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.28M 0.04%
12,000
227
$2.27M 0.04%
53,085
-19,271
228
$2.23M 0.04%
13,720
-1,804
229
$2.15M 0.04%
+18,646
230
$2.06M 0.04%
34,470
-206
231
$2.03M 0.04%
18,574
-1,930
232
$2M 0.04%
40,625
+4,881
233
$1.99M 0.04%
16,228
-626
234
$1.91M 0.03%
16,949
-606
235
$1.9M 0.03%
19,958
-627
236
$1.89M 0.03%
7,744
-756
237
$1.88M 0.03%
10,859
+712
238
$1.88M 0.03%
5,093
-88
239
$1.88M 0.03%
5,855
-177
240
$1.87M 0.03%
20,146
-938
241
$1.87M 0.03%
25,616
-1,375
242
$1.87M 0.03%
9,394
-103
243
$1.87M 0.03%
9,499
+2,431
244
$1.85M 0.03%
16,451
+1,952
245
$1.84M 0.03%
20,734
246
$1.82M 0.03%
18,641
+12
247
$1.82M 0.03%
36,231
-21,756
248
$1.77M 0.03%
52,854
-6
249
$1.75M 0.03%
+4,371
250
$1.73M 0.03%
35,512
-2,362
8 9
10
11 12