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
126
$6.37M 0.11%
25,026
+2,583
127
$6.33M 0.11%
102,096
-1,012
128
$6.3M 0.11%
631,670
+351
129
$6.19M 0.11%
117,562
-90,116
130
$6.17M 0.11%
32,934
-66
131
$6.09M 0.11%
8,480
-29
132
$6.03M 0.11%
93,830
-5,490
133
$5.94M 0.1%
12,898
-325
134
$5.87M 0.1%
47,836
-1,192
135
$5.86M 0.1%
60,406
-885
136
$5.73M 0.1%
119,634
137
$5.65M 0.1%
151,913
-35,119
138
$5.65M 0.1%
86,503
-7,127
139
$5.55M 0.1%
11,801
-332
140
$5.42M 0.1%
133,872
-9,280
141
$5.41M 0.1%
53,573
-1,751
142
$5.38M 0.09%
21,540
-253
143
$5.17M 0.09%
81,255
+375
144
$5.17M 0.09%
18,421
-128
145
$5.06M 0.09%
56,478
+414
146
$5.04M 0.09%
17,488
-40
147
$4.96M 0.09%
99,692
-13,344
148
$4.9M 0.09%
58,164
+7,727
149
$4.84M 0.09%
16,853
-2,157
150
$4.81M 0.08%
10,009
-170
4 5
6
7 8