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
276
$1.46M 0.03%
9,575
+2,019
277
$1.45M 0.03%
+35,419
278
$1.43M 0.03%
9,793
-227
279
$1.42M 0.03%
13,939
-2,297
280
$1.41M 0.02%
46,065
-160
281
$1.41M 0.02%
10,183
+1,571
282
$1.4M 0.02%
5,946
+1
283
$1.39M 0.02%
17,084
-1,600
284
$1.39M 0.02%
7,731
-340
285
$1.37M 0.02%
39,168
-42,592
286
$1.37M 0.02%
14,474
-133
287
$1.36M 0.02%
14,208
-66
288
$1.33M 0.02%
15,956
289
$1.33M 0.02%
76,446
290
$1.33M 0.02%
16,930
-1,709
291
$1.32M 0.02%
42,780
-469
292
$1.32M 0.02%
18,146
-5,012
293
$1.29M 0.02%
6,735
-1,036
294
$1.28M 0.02%
25,986
+37
295
$1.27M 0.02%
2,711
+2,252
296
$1.27M 0.02%
5,160
+184
297
$1.26M 0.02%
1,745
+72
298
$1.24M 0.02%
35,909
-986
299
$1.24M 0.02%
3,534
-20
300
$1.23M 0.02%
8,539
-177
10 11
12
13 14