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
251
$1.72M 0.03%
23,638
+2,988
252
$1.72M 0.03%
25,514
-1,091
253
$1.68M 0.03%
112,636
254
$1.66M 0.03%
11,600
-1,121
255
$1.66M 0.03%
12,034
-2,100
256
$1.65M 0.03%
41,064
-7,357
257
$1.65M 0.03%
8,772
-757
258
$1.64M 0.03%
10,363
-420
259
$1.64M 0.03%
18,220
+517
260
$1.62M 0.03%
48,135
-451
261
$1.61M 0.03%
58,939
262
$1.6M 0.03%
4,550
+264
263
$1.58M 0.03%
43,980
-1,120
264
$1.57M 0.03%
+6,705
265
$1.56M 0.03%
14,955
+7,581
266
$1.54M 0.03%
3,605
+100
267
$1.54M 0.03%
4,065
-10
268
$1.51M 0.03%
44,397
+1,118
269
$1.51M 0.03%
5,696
+136
270
$1.51M 0.03%
84,504
-636
271
$1.5M 0.03%
13,302
+60
272
$1.5M 0.03%
21,229
-412
273
$1.49M 0.03%
8,772
-96
274
$1.46M 0.03%
+35,606
275
$1.46M 0.03%
7,380
+147
9 10
11
12 13