FT

Fiduciary Trust Portfolio holdings

AUM $8.8B
1-Year Est. Return 22.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.31%
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
+$84M
2
+$28M
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
+$4.42M

Top Sells

1
+$65.1M
2
+$5.73M
3
+$4.8M
4
T icon
AT&T
T
+$3.15M
5
AAPL icon
Apple
AAPL
+$3.02M

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
476
– –
-20,710
477
– –
-5,080
478
– –
-9,596
16 17 18 19
20