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
101
$8.43M 0.2%
290,678
-3,003
102
$8.38M 0.2%
39,138
-2,061
103
$8.28M 0.19%
128,998
+43,299
104
$8.25M 0.19%
446,668
-2,400
105
$8.05M 0.19%
136,537
-308
106
$7.84M 0.18%
112,970
-4,137
107
$7.81M 0.18%
68,841
+223
108
$7.65M 0.18%
51,345
-4,935
109
$7.28M 0.17%
24,766
+1,078
110
$7.21M 0.17%
35,039
-1,116
111
$7.2M 0.17%
227,970
+5,180
112
$7.12M 0.17%
80,972
-1,549
113
$7.06M 0.16%
348,731
-20,912
114
$6.98M 0.16%
198,284
-4,117
115
$6.91M 0.16%
25,289
+1,205
116
$6.85M 0.16%
22,940
+1,265
117
$6.81M 0.16%
79,599
-758
118
$6.75M 0.16%
233,216
+137,433
119
$6.39M 0.15%
114,865
-7,751
120
$6.26M 0.15%
52,676
-2,160
121
$6.21M 0.14%
48,445
+2,928
122
$6.15M 0.14%
102,422
+288
123
$6.12M 0.14%
64,362
-505
124
$6.04M 0.14%
24,661
-3,250
125
$5.88M 0.14%
104,777
+450
3 4
5
6 7