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
576
$238K ﹤0.01%
7,831
-25,555
577
$237K ﹤0.01%
1,607
-54
578
$236K ﹤0.01%
2,580
-714
579
$235K ﹤0.01%
1,210
-75
580
$235K ﹤0.01%
4,550
581
$235K ﹤0.01%
7,505
-2,182
582
$234K ﹤0.01%
2,026
-5,519
583
$229K ﹤0.01%
9,175
584
$229K ﹤0.01%
7,188
+316
585
$227K ﹤0.01%
+280
586
$224K ﹤0.01%
13,784
-62
587
$224K ﹤0.01%
16,599
+4,180
588
$223K ﹤0.01%
1,331
589
$221K ﹤0.01%
3,972
-1
590
$219K ﹤0.01%
5,906
-1,352
591
$218K ﹤0.01%
+6,677
592
$217K ﹤0.01%
1,130
-114
593
$217K ﹤0.01%
1,983
-173
594
$215K ﹤0.01%
+523
595
$214K ﹤0.01%
1,906
-1,778
596
$213K ﹤0.01%
+2,985
597
$213K ﹤0.01%
2,321
+46
598
$212K ﹤0.01%
723
-500
599
$212K ﹤0.01%
2,355
-653
600
$211K ﹤0.01%
11,620
+3,620
22 23
24
25 26