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
$6.66B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$49.5M
2
+$24.7M
3
+$13.9M
4
PANW icon
Palo Alto Networks
PANW
+$6.07M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.14M

Top Sells

1
+$44.4M
2
+$26.2M
3
+$6.65M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$5.3M
5
AAPL icon
Apple
AAPL
+$5.26M

Sector Composition

1 Technology 16.3%
2 Consumer Discretionary 13.12%
3 Healthcare 7.42%
4 Financials 5.25%
5 Industrials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$587K 0.01%
29,285
+4,102
427
$584K 0.01%
+2,918
428
$572K 0.01%
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429
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6,367
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430
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2,026
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431
$565K 0.01%
7,279
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432
$562K 0.01%
13,349
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433
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3,847
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434
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435
$555K 0.01%
7,122
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436
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2,820
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437
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7,071
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438
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7,339
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439
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1,923
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440
$531K 0.01%
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441
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9,329
442
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443
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444
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8,628
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445
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5,692
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446
$515K 0.01%
2,905
447
$514K 0.01%
3,043
448
$512K 0.01%
8,045
449
$509K 0.01%
5,718
+1,297
450
$509K 0.01%
10,745
-60
16 17
18
19 20