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
$3.56B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$84.7M
2
+$27.7M
3
+$22.8M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$10.9M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.51M

Top Sells

1
+$63.5M
2
+$5.73M
3
+$4.82M
4
AAPL icon
Apple
AAPL
+$3.28M
5
T icon
AT&T
T
+$3.27M

Sector Composition

1 Technology 12.93%
2 Healthcare 10.95%
3 Consumer Discretionary 10.09%
4 Financials 7.57%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$358K 0.01%
1,977
-250
377
$357K 0.01%
3,891
-45
378
$357K 0.01%
20,220
+3,675
379
$356K 0.01%
10,144
-200
380
$355K 0.01%
4,320
381
$354K 0.01%
3,196
382
$351K 0.01%
2,854
-20
383
$348K 0.01%
3,667
384
$344K 0.01%
7,028
385
$342K 0.01%
5,000
386
$341K 0.01%
4,547
-78
387
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+9,000
388
$332K 0.01%
+2,490
389
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6,364
390
$329K 0.01%
3,739
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391
$329K 0.01%
1,850
392
$328K 0.01%
3,286
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393
$328K 0.01%
3,196
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394
$323K 0.01%
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395
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8,024
396
$319K 0.01%
2,406
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397
$312K 0.01%
12,000
398
$312K 0.01%
+719
399
$311K 0.01%
6,526
400
$310K 0.01%
867
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16
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