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
$3.45B
AUM Growth
-$842M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$9.44M
3
+$7.17M
4
VT icon
Vanguard Total World Stock ETF
VT
+$5.55M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.74M

Top Sells

1
+$31.2M
2
+$29.9M
3
+$19.4M
4
HEWU
iShares Currency Hedged MSCI United Kingdom ETF
HEWU
+$18.6M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.85M

Sector Composition

1 Technology 14.43%
2 Healthcare 12.8%
3 Consumer Discretionary 8.95%
4 Financials 5.58%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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539
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541
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542
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