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
776
$209K ﹤0.01%
+3,866
777
$208K ﹤0.01%
810
+2
778
$208K ﹤0.01%
+9,089
779
$207K ﹤0.01%
+2,844
780
$207K ﹤0.01%
25,999
781
$207K ﹤0.01%
2,228
-211
782
$204K ﹤0.01%
+3,215
783
$202K ﹤0.01%
+3,949
784
$201K ﹤0.01%
545
785
$201K ﹤0.01%
+7,236
786
$201K ﹤0.01%
4,051
787
$201K ﹤0.01%
+3,576
788
$200K ﹤0.01%
2,607
+33
789
$195K ﹤0.01%
+26,019
790
$191K ﹤0.01%
10,270
791
$187K ﹤0.01%
+10,978
792
$183K ﹤0.01%
+12,413
793
$175K ﹤0.01%
+18,419
794
$171K ﹤0.01%
13,843
795
$167K ﹤0.01%
14,074
796
$153K ﹤0.01%
14,000
797
$138K ﹤0.01%
12,854
+1,206
798
$134K ﹤0.01%
+13,375
799
$129K ﹤0.01%
10,663
800
$125K ﹤0.01%
15,377
30 31
32
33 34