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
201
$2.17M 0.05%
155,343
202
$2.13M 0.05%
14,886
-301
203
$2.12M 0.05%
35,422
-562
204
$2.12M 0.05%
19,020
-3,780
205
$2.11M 0.05%
66,520
+9,116
206
$2.11M 0.05%
28,821
-15
207
$2.1M 0.05%
32,655
-4,926
208
$2.05M 0.05%
37,429
-1,880
209
$2.02M 0.05%
32,878
+295
210
$2.01M 0.05%
5,154
+832
211
$1.98M 0.05%
24,477
+1,700
212
$1.98M 0.05%
8,340
+105
213
$1.87M 0.04%
16,166
+1,580
214
$1.87M 0.04%
26,065
-9,881
215
$1.83M 0.04%
25,400
216
$1.81M 0.04%
11,967
-731
217
$1.78M 0.04%
10,948
+751
218
$1.77M 0.04%
54,710
+10
219
$1.75M 0.04%
20,986
+68
220
$1.75M 0.04%
15,550
+246
221
$1.73M 0.04%
49,155
-94
222
$1.71M 0.04%
26,298
-1,648
223
$1.69M 0.04%
15,371
-4,796
224
$1.68M 0.04%
55,646
+208
225
$1.66M 0.04%
46,024
-688
7 8
9
10 11