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
$4.29B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$20.7M
3
+$20.4M
4
HEWU
iShares Currency Hedged MSCI United Kingdom ETF
HEWU
+$18.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.95M

Top Sells

1
+$37.1M
2
+$12.9M
3
+$7.82M
4
AAPL icon
Apple
AAPL
+$3.85M
5
CELG
Celgene Corp
CELG
+$3.83M

Sector Composition

1 Technology 13.07%
2 Healthcare 11.3%
3 Consumer Discretionary 8.61%
4 Financials 6.63%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.1M 0.28%
217,860
-5,239
77
$12M 0.28%
45,358
-4,379
78
$11.9M 0.28%
99,501
+2,231
79
$11.7M 0.27%
673,340
+40,358
80
$11.5M 0.27%
59,749
-298
81
$11.1M 0.26%
225,048
-3,212
82
$10.9M 0.25%
51,035
-296
83
$10.5M 0.25%
59,619
-4,123
84
$10.5M 0.24%
63,172
-653
85
$10.3M 0.24%
32,011
+157
86
$10.2M 0.24%
65,327
-1,666
87
$10.2M 0.24%
71,137
-264
88
$10.1M 0.24%
216,700
-1,840
89
$10.1M 0.24%
106,569
-3,185
90
$9.6M 0.22%
885,334
-84,000
91
$9.59M 0.22%
41,691
-2,896
92
$9.56M 0.22%
139,052
+52,370
93
$9.15M 0.21%
48,545
94
$9.11M 0.21%
41,474
+1,476
95
$9.09M 0.21%
314,052
-5,250
96
$9.07M 0.21%
155,112
-2,648
97
$8.89M 0.21%
224,400
+804
98
$8.78M 0.2%
92,927
-2,486
99
$8.68M 0.2%
58,770
+1,288
100
$8.65M 0.2%
92,323
-5,564
2 3
4
5 6