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
76
$12.6M 0.22%
149,256
-18
77
$12.4M 0.22%
193,340
+3,700
78
$12.3M 0.22%
214,366
79
$12.2M 0.22%
58,953
+991
80
$12.2M 0.22%
27,647
-331
81
$12.1M 0.21%
241,699
+4,133
82
$11.9M 0.21%
377,663
+17,826
83
$11.7M 0.21%
161,572
-485
84
$11.6M 0.2%
39,682
-955
85
$11.6M 0.2%
37,458
+1,903
86
$11.5M 0.2%
59,293
-473
87
$11.5M 0.2%
30,171
+1,830
88
$11.5M 0.2%
28,655
+2,161
89
$11.3M 0.2%
146,377
+4,121
90
$11.2M 0.2%
176,518
-456
91
$11M 0.19%
372,286
-3,602
92
$10.9M 0.19%
176,214
-18,464
93
$10.9M 0.19%
157,025
-6,480
94
$10.8M 0.19%
57,604
+52
95
$10.7M 0.19%
131,912
+5,223
96
$10.5M 0.18%
53,765
-125
97
$10.3M 0.18%
48,252
+1,666
98
$9.95M 0.18%
251,594
-4,060
99
$9.85M 0.17%
37,319
-390
100
$9.66M 0.17%
210,833
-3,334
2 3
4
5 6