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
$4.29B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$20.7M
3
+$20.4M
4
HEWU
iShares Currency Hedged MSCI United Kingdom ETF
HEWU
+$18.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.95M

Top Sells

1
+$37.1M
2
+$12.9M
3
+$7.82M
4
AAPL icon
Apple
AAPL
+$3.85M
5
CELG
Celgene Corp
CELG
+$3.83M

Sector Composition

1 Technology 13.07%
2 Healthcare 11.3%
3 Consumer Discretionary 8.61%
4 Financials 6.63%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.28M 0.03%
137,757
-2,024
252
$1.28M 0.03%
15,004
253
$1.28M 0.03%
43,848
-6,680
254
$1.25M 0.03%
13,222
+2,690
255
$1.24M 0.03%
17,407
+5,305
256
$1.24M 0.03%
6,930
257
$1.22M 0.03%
18,935
-1,055
258
$1.22M 0.03%
19,152
-1,044
259
$1.2M 0.03%
42,436
+325
260
$1.19M 0.03%
19,972
+600
261
$1.18M 0.03%
14,893
-1,470
262
$1.18M 0.03%
10,037
-150
263
$1.18M 0.03%
8,382
-796
264
$1.17M 0.03%
9,783
+3,287
265
$1.16M 0.03%
5,531
+368
266
$1.16M 0.03%
3,362
267
$1.13M 0.03%
5,493
+1,275
268
$1.13M 0.03%
55,041
-750
269
$1.13M 0.03%
8,264
-276
270
$1.13M 0.03%
36,622
+5,181
271
$1.12M 0.03%
87,824
+48,304
272
$1.11M 0.03%
12,144
273
$1.1M 0.03%
2,937
+200
274
$1.1M 0.03%
8,053
-68
275
$1.08M 0.03%
33,794
-10
9 10
11
12 13