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
401
$633K 0.01%
6,462
+737
402
$632K 0.01%
5,677
-159
403
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20,356
+6,295
404
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2,877
405
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12,058
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406
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8,805
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407
$618K 0.01%
23,095
408
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2,968
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409
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8,931
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410
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1,371
+1
411
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5,261
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412
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2,971
-281
413
$598K 0.01%
240
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414
$598K 0.01%
10,176
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415
$596K 0.01%
6,727
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416
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2,693
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417
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418
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6,302
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419
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3,014
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420
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2,380
-41
421
$590K 0.01%
8,365
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422
$579K 0.01%
8,158
-759
423
$577K 0.01%
3,486
-563
424
$573K 0.01%
5,933
+961
425
$570K 0.01%
3,719
-3,642
15 16
17
18 19