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
$5.68B
AUM Growth
+$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$8.32M
3
+$7.53M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.7M
5
NVDA icon
NVIDIA
NVDA
+$4.62M

Top Sells

1
+$24.7M
2
+$23.2M
3
+$12.5M
4
ISRG icon
Intuitive Surgical
ISRG
+$6.58M
5
LOW icon
Lowe's Companies
LOW
+$5.62M

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
476
$427K 0.01%
25,424
-658
477
$426K 0.01%
18,595
+9,618
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3,201
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8,417
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483
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484
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485
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486
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19,047
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487
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488
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490
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8,000
497
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+2,001
498
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1,184
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499
$389K 0.01%
8,278
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500
$381K 0.01%
8,384
18 19
20
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