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
551
$278K ﹤0.01%
+7,802
552
$277K ﹤0.01%
1,500
+92
553
$276K ﹤0.01%
9,577
554
$275K ﹤0.01%
5,324
555
$273K ﹤0.01%
1,394
+164
556
$273K ﹤0.01%
4,174
+99
557
$272K ﹤0.01%
13,545
-2,136
558
$267K ﹤0.01%
31,851
+4,894
559
$266K ﹤0.01%
12,010
560
$265K ﹤0.01%
8,061
-527
561
$264K ﹤0.01%
+2,420
562
$262K ﹤0.01%
1,834
-4
563
$260K ﹤0.01%
1,899
+15
564
$258K ﹤0.01%
912
-59
565
$255K ﹤0.01%
3,005
566
$253K ﹤0.01%
16,733
-4,308
567
$250K ﹤0.01%
3,962
-165
568
$250K ﹤0.01%
+5,500
569
$249K ﹤0.01%
12,200
570
$247K ﹤0.01%
1,092
-2
571
$246K ﹤0.01%
+2,999
572
$245K ﹤0.01%
610
-340
573
$244K ﹤0.01%
+2,599
574
$240K ﹤0.01%
2,115
+266
575
$239K ﹤0.01%
6,948
21 22
23
24 25