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
301
$1.22M 0.02%
21,506
+157
302
$1.22M 0.02%
25,915
-25
303
$1.22M 0.02%
+27,188
304
$1.2M 0.02%
22,581
-3,465
305
$1.19M 0.02%
10,676
306
$1.19M 0.02%
1,514
-76
307
$1.18M 0.02%
8,054
-93
308
$1.18M 0.02%
26,444
-4,125
309
$1.18M 0.02%
+50,000
310
$1.17M 0.02%
15,118
-1,247
311
$1.16M 0.02%
9,246
+578
312
$1.16M 0.02%
28,840
-1,835
313
$1.16M 0.02%
14,328
+31
314
$1.14M 0.02%
13,091
-3,222
315
$1.14M 0.02%
24,725
-28,210
316
$1.14M 0.02%
7,764
-1,072
317
$1.13M 0.02%
9,919
-1,530
318
$1.13M 0.02%
3,401
+49
319
$1.13M 0.02%
16,928
-5,818
320
$1.11M 0.02%
5,430
+176
321
$1.11M 0.02%
9,667
-55
322
$1.11M 0.02%
22,605
-3,089
323
$1.09M 0.02%
10,489
-325
324
$1.08M 0.02%
5,934
-15
325
$1.08M 0.02%
16,341
-903
11 12
13
14 15