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
326
$753K 0.02%
23,756
-2,160
327
$735K 0.02%
5,280
328
$733K 0.02%
13,638
+878
329
$732K 0.02%
8,620
-582
330
$727K 0.02%
29,701
-9,484
331
$724K 0.02%
6,872
332
$724K 0.02%
2,885
-90
333
$711K 0.02%
+27,957
334
$706K 0.02%
4,587
-500
335
$703K 0.02%
2,687
+235
336
$696K 0.02%
13,692
-1,173
337
$683K 0.02%
5,547
+60
338
$679K 0.02%
16,163
+8,630
339
$649K 0.02%
17,002
+1,328
340
$649K 0.02%
7,638
341
$648K 0.02%
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342
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4,693
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343
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10,506
-25
344
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3,840
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345
$638K 0.01%
5,017
346
$637K 0.01%
1,090
+7
347
$636K 0.01%
8,286
348
$635K 0.01%
16,628
+6,630
349
$632K 0.01%
4,940
350
$619K 0.01%
4,400
12 13
14
15 16