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
101
$9.34M 0.16%
28,963
-895
102
$9.1M 0.16%
191,812
-37,990
103
$8.79M 0.15%
28,812
+2,224
104
$8.74M 0.15%
210,337
-16,579
105
$8.58M 0.15%
49,794
+1,946
106
$8.43M 0.15%
21,625
-1,080
107
$8.08M 0.14%
38,228
+3,115
108
$7.75M 0.14%
92,695
-20,061
109
$7.58M 0.13%
15,088
-79
110
$7.38M 0.13%
38,306
+2,124
111
$7.11M 0.13%
39,495
-71
112
$7.1M 0.13%
135,585
-16,959
113
$6.98M 0.12%
131,361
+1,875
114
$6.92M 0.12%
206,955
-63,714
115
$6.9M 0.12%
93,010
-4,015
116
$6.77M 0.12%
31,455
-4,987
117
$6.76M 0.12%
80,804
-8,860
118
$6.76M 0.12%
57,604
-611
119
$6.73M 0.12%
13
120
$6.62M 0.12%
37,157
-13,019
121
$6.6M 0.12%
121,261
-1,600
122
$6.56M 0.12%
27,042
-522
123
$6.54M 0.12%
66,059
+3,234
124
$6.5M 0.11%
48,562
-4,587
125
$6.49M 0.11%
230,634
+28,290
3 4
5
6 7