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
$4.29B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$20.7M
3
+$20.4M
4
HEWU
iShares Currency Hedged MSCI United Kingdom ETF
HEWU
+$18.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.95M

Top Sells

1
+$37.1M
2
+$12.9M
3
+$7.82M
4
AAPL icon
Apple
AAPL
+$3.85M
5
CELG
Celgene Corp
CELG
+$3.83M

Sector Composition

1 Technology 13.07%
2 Healthcare 11.3%
3 Consumer Discretionary 8.61%
4 Financials 6.63%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$298K 0.01%
1,156
+50
452
$298K 0.01%
14,850
+600
453
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1,659
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454
$293K 0.01%
3,261
455
$290K 0.01%
1,695
-2,276
456
$288K 0.01%
5,150
+20
457
$288K 0.01%
2,155
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458
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6,545
459
$284K 0.01%
7,760
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460
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2,500
461
$278K 0.01%
3,291
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462
$272K 0.01%
844
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463
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3,144
464
$269K 0.01%
7,857
+26
465
$269K 0.01%
4,924
-8,068
466
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6,371
467
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469
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330
470
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+2,047
471
$253K 0.01%
22,354
472
$251K 0.01%
1,265
473
$248K 0.01%
6,426
-1,050
474
$247K 0.01%
4,915
475
$244K 0.01%
3,150
17 18
19
20 21