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
$3.25B
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$9.59M
3 +$6.19M
4
DD icon
DuPont de Nemours
DD
+$6.11M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.62M

Sector Composition

1 Healthcare 11.23%
2 Technology 10.61%
3 Financials 7.89%
4 Consumer Discretionary 7.83%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-1,024
502
-1,177
503
-8,534
504
-3,223
505
-3,773
506
-1,207
507
-1,500
508
-3,799
509
-2,774
510
-2,479
511
-4,900
512
-1,269
513
-8,000
514
-1,081
515
-779
516
-1,148
517
-795
518
-1,060
519
-3,870
520
-2,274
521
-1,840
522
-9,302
523
-6,340
524
-800
525
-121