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

Top Buys

1
+$48.9M
2
+$8.43M
3
+$7.82M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.07M
5
NVDA icon
NVIDIA
NVDA
+$5.89M

Top Sells

1
+$26.1M
2
+$24.4M
3
+$12.6M
4
ISRG icon
Intuitive Surgical
ISRG
+$7.43M
5
LOW icon
Lowe's Companies
LOW
+$6.1M

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
501
$379K 0.01%
6,687
-618
502
$374K 0.01%
123,783
503
$372K 0.01%
17,810
504
$368K 0.01%
1,617
505
$367K 0.01%
3,022
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506
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2,992
+37
507
$359K 0.01%
4,782
508
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1,480
509
$358K 0.01%
2,652
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510
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12,298
-3,025
511
$357K 0.01%
13,321
512
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3,060
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513
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-31
514
$351K 0.01%
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515
$351K 0.01%
11,907
516
$342K 0.01%
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517
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8,688
518
$341K 0.01%
2,290
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519
$337K 0.01%
11,250
520
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2,930
521
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2,027
522
$335K 0.01%
11,395
523
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3,502
524
$332K 0.01%
2,350
-17
525
$330K 0.01%
4,030
-3,157
19 20
21
22 23