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
401
$305K 0.01%
3,805
402
$302K 0.01%
2,788
-65
403
$301K 0.01%
14,138
-1,173
404
$300K 0.01%
3,128
405
$295K 0.01%
2,570
-417
406
$291K 0.01%
8,594
-14
407
$291K 0.01%
19,400
408
$289K 0.01%
3,785
+17
409
$288K 0.01%
4,915
410
$287K 0.01%
2,733
+77
411
$284K 0.01%
3,413
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412
$279K 0.01%
+3,528
413
$275K 0.01%
+2,113
414
$270K 0.01%
2,044
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415
$270K 0.01%
7,726
416
$269K 0.01%
5,545
417
$268K 0.01%
2,675
418
$267K 0.01%
2,608
419
$266K 0.01%
6,371
420
$264K 0.01%
3,800
-50
421
$263K 0.01%
1,813
422
$262K 0.01%
+10,480
423
$258K 0.01%
7,986
424
$257K 0.01%
+239
425
$253K 0.01%
3,150
15 16
17
18 19