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
426
$562K 0.01%
21,625
427
$552K 0.01%
1,950
-380
428
$539K 0.01%
6,777
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429
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430
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20,322
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431
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9,274
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432
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433
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42,115
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434
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435
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436
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16,596
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437
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438
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9,471
439
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14,287
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440
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5,698
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441
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442
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445
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27,541
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2,641
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447
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1,276
448
$486K 0.01%
8,604
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449
$485K 0.01%
8,968
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450
$483K 0.01%
3,318
-146
16 17
18
19 20