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
176
$3.6M 0.06%
20,747
+1,000
177
$3.59M 0.06%
7,656
+199
178
$3.59M 0.06%
7,835
+1,761
179
$3.59M 0.06%
241,715
+86,233
180
$3.56M 0.06%
43,905
+680
181
$3.56M 0.06%
63,511
182
$3.53M 0.06%
27,809
-7,920
183
$3.52M 0.06%
10,300
-21,740
184
$3.47M 0.06%
39,400
-3,411
185
$3.47M 0.06%
32,516
+1,371
186
$3.45M 0.06%
4,369
-270
187
$3.39M 0.06%
58,637
-3,950
188
$3.34M 0.06%
44,169
+1,046
189
$3.32M 0.06%
1,231
+340
190
$3.31M 0.06%
43,825
-817
191
$3.31M 0.06%
179,938
-1,886
192
$3.26M 0.06%
4,721
-722
193
$3.25M 0.06%
16,163
+522
194
$3.24M 0.06%
11,792
-965
195
$3.15M 0.06%
+29,872
196
$3.14M 0.06%
95,004
-88,940
197
$3.12M 0.06%
23,661
-768
198
$3.11M 0.05%
27,746
-152
199
$3.1M 0.05%
77,550
+1,507
200
$3.1M 0.05%
9,396
-89
6 7
8
9 10