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
$4.62B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$20.6M
3
+$14.9M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$7.61M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.29M

Top Sells

1
+$13M
2
+$8.19M
3
+$4.72M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$4.37M
5
AAPL icon
Apple
AAPL
+$4.32M

Sector Composition

1 Technology 14.66%
2 Consumer Discretionary 13.58%
3 Healthcare 11.14%
4 Financials 5.89%
5 Consumer Staples 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
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