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
326
$1.08M 0.02%
21,185
+600
327
$1.08M 0.02%
59,660
328
$1.05M 0.02%
13,650
-250
329
$1.05M 0.02%
23,730
+80
330
$1.03M 0.02%
26,763
-1,667
331
$1.03M 0.02%
13,896
332
$1.02M 0.02%
45,345
+5,926
333
$1.02M 0.02%
13,706
-5,349
334
$1.01M 0.02%
11,603
-596
335
$1.01M 0.02%
5,802
+457
336
$1.01M 0.02%
6,238
+1,453
337
$1M 0.02%
4,441
+20
338
$997K 0.02%
14,777
-17
339
$979K 0.02%
20,254
-397
340
$978K 0.02%
14,350
+244
341
$972K 0.02%
10,134
+59
342
$972K 0.02%
19,328
-800
343
$948K 0.02%
9,810
344
$909K 0.02%
13,140
345
$908K 0.02%
2,070
346
$907K 0.02%
23,121
347
$903K 0.02%
2,033
-51
348
$895K 0.02%
6,962
-137
349
$893K 0.02%
33,892
350
$877K 0.02%
11,663
+630
12 13
14
15 16