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
151
$4.77M 0.08%
51,980
-1,656
152
$4.75M 0.08%
85,400
-15,437
153
$4.74M 0.08%
165,107
-10,456
154
$4.74M 0.08%
39,792
-1,808
155
$4.7M 0.08%
31,802
-170
156
$4.55M 0.08%
61,155
-6,045
157
$4.4M 0.08%
52,940
-858
158
$4.35M 0.08%
84,646
-1,983
159
$4.19M 0.07%
47,023
-1,590
160
$4.11M 0.07%
50,635
+45,555
161
$4.08M 0.07%
15,583
+10,587
162
$4.07M 0.07%
67,392
-2,848
163
$4.04M 0.07%
8,862
+1,135
164
$4.03M 0.07%
10,555
-55
165
$4.02M 0.07%
9,913
+876
166
$4.02M 0.07%
11,550
+3,374
167
$3.96M 0.07%
68,865
+31,549
168
$3.89M 0.07%
78,948
-258
169
$3.84M 0.07%
105,561
-72,770
170
$3.84M 0.07%
17,440
-2,210
171
$3.76M 0.07%
25,364
-714
172
$3.68M 0.06%
52,684
+493
173
$3.65M 0.06%
30,131
-1,184
174
$3.64M 0.06%
28,867
-929
175
$3.61M 0.06%
42,853
-10,933
5 6
7
8 9