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
526
$330K 0.01%
20,000
527
$319K 0.01%
2,980
+92
528
$318K 0.01%
17,660
+3,305
529
$317K 0.01%
13,919
+771
530
$316K 0.01%
3,523
531
$312K 0.01%
4,928
+134
532
$310K 0.01%
7,620
-1,168
533
$309K 0.01%
3,816
-211
534
$309K 0.01%
7,060
535
$305K 0.01%
2,825
536
$304K 0.01%
1,131
537
$298K 0.01%
2,078
538
$294K 0.01%
3,325
539
$293K 0.01%
8,950
-50
540
$292K 0.01%
17,442
-20
541
$291K 0.01%
778
-135
542
$290K 0.01%
3,664
-13
543
$288K 0.01%
6,210
-981
544
$287K 0.01%
971
545
$284K 0.01%
8,429
-116
546
$283K 0.01%
2,628
+111
547
$282K 0.01%
4,715
-211
548
$282K 0.01%
2,792
+629
549
$279K ﹤0.01%
5,071
550
$278K ﹤0.01%
3,493
20 21
22
23 24