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
426
$250K 0.01%
+5,438
427
$249K 0.01%
+3,234
428
$247K 0.01%
1,229
+60
429
$244K 0.01%
3,723
+63
430
$243K 0.01%
4,266
+470
431
$243K 0.01%
14,145
-1,000
432
$240K 0.01%
2,656
433
$238K 0.01%
6,090
-6
434
$237K 0.01%
1,302
435
$235K 0.01%
6,510
-250
436
$232K 0.01%
+4,059
437
$230K 0.01%
11,250
438
$227K 0.01%
1,811
+1
439
$227K 0.01%
3,553
-100
440
$227K 0.01%
4,915
441
$226K 0.01%
7,875
442
$225K 0.01%
6,068
443
$225K 0.01%
10,606
-176
444
$224K 0.01%
+1,162
445
$221K 0.01%
+3,134
446
$220K 0.01%
+4,283
447
$220K 0.01%
+337
448
$218K 0.01%
22,354
449
$217K 0.01%
+1,770
450
$216K 0.01%
+1,461
16 17
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