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
151
$3.6M 0.08%
47,514
-1,224
152
$3.6M 0.08%
29,832
-500
153
$3.56M 0.08%
41,837
+56
154
$3.56M 0.08%
63,119
+8,620
155
$3.51M 0.08%
35,256
-3,359
156
$3.5M 0.08%
70,059
-12,169
157
$3.4M 0.08%
63,551
-5,223
158
$3.4M 0.08%
24,694
+1,113
159
$3.38M 0.08%
15,890
-2,788
160
$3.38M 0.08%
31,260
+949
161
$3.26M 0.08%
63,758
-3,964
162
$3.25M 0.08%
22,123
+20,000
163
$3.18M 0.07%
88,486
+28,896
164
$3.13M 0.07%
16,109
-569
165
$3.09M 0.07%
58,457
-4,973
166
$3.06M 0.07%
32,621
-1,326
167
$3.06M 0.07%
15,082
+575
168
$3.05M 0.07%
12,152
-339
169
$3.05M 0.07%
26,446
-523
170
$3.02M 0.07%
26,890
-344
171
$3M 0.07%
33,999
-710
172
$2.99M 0.07%
8,440
-15
173
$2.99M 0.07%
34,581
-169
174
$2.97M 0.07%
53,906
-2,458
175
$2.96M 0.07%
22,367
+3,712
5 6
7
8 9