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
176
$2.95M 0.07%
60,513
-288
177
$2.92M 0.07%
26,331
-1,643
178
$2.84M 0.07%
35,145
-2,722
179
$2.83M 0.07%
33,833
-4,107
180
$2.79M 0.07%
44,918
-3,246
181
$2.78M 0.06%
38,164
182
$2.7M 0.06%
45,762
+4,167
183
$2.69M 0.06%
+110,422
184
$2.66M 0.06%
19,055
+1,214
185
$2.64M 0.06%
35,942
-200
186
$2.62M 0.06%
46,566
-18,295
187
$2.5M 0.06%
47,836
188
$2.5M 0.06%
32,092
-150
189
$2.49M 0.06%
26,500
-289
190
$2.48M 0.06%
41,730
+4,543
191
$2.41M 0.06%
66,287
+13,849
192
$2.4M 0.06%
26,471
193
$2.35M 0.05%
18,322
-1,212
194
$2.34M 0.05%
14,119
-509
195
$2.31M 0.05%
40,119
-6,562
196
$2.28M 0.05%
35,039
-4,055
197
$2.25M 0.05%
18,785
+797
198
$2.2M 0.05%
11,301
-732
199
$2.19M 0.05%
373,120
-13,800
200
$2.17M 0.05%
34,572
-908
6 7
8
9 10