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
$7.64B
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$14M
3
+$13.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.23M
5
EPS icon
WisdomTree US LargeCap Fund
EPS
+$9.14M

Top Sells

1
+$28.8M
2
+$16.6M
3
+$13.8M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$10.3M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.72M

Sector Composition

1 Technology 14.43%
2 Financials 12.8%
3 Consumer Discretionary 12.67%
4 Healthcare 6.49%
5 Industrials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$400K 0.01%
3,486
+1,751
577
$400K 0.01%
+3,965
578
$399K 0.01%
+3,526
579
$398K 0.01%
+3,370
580
$397K 0.01%
+2,876
581
$395K 0.01%
+4,255
582
$395K 0.01%
7,582
-784
583
$393K 0.01%
136,555
584
$393K 0.01%
13,465
585
$391K 0.01%
+1,025
586
$391K 0.01%
1,600
+469
587
$391K 0.01%
4,100
+2,212
588
$391K 0.01%
2,178
-84
589
$387K 0.01%
+2,321
590
$387K 0.01%
1,049
-273
591
$385K 0.01%
6,527
+2,943
592
$385K 0.01%
2,515
-145
593
$385K 0.01%
2,066
+299
594
$385K 0.01%
3,412
595
$384K 0.01%
+3,005
596
$380K 0.01%
+3,426
597
$380K 0.01%
+10,221
598
$378K 0.01%
19,481
+4,198
599
$377K ﹤0.01%
+4,796
600
$376K ﹤0.01%
943
+2
22 23
24
25 26