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
201
$3.08M 0.05%
178,923
+135
202
$2.99M 0.05%
13,178
-278
203
$2.98M 0.05%
38,834
-1,908
204
$2.93M 0.05%
255,560
+3,257
205
$2.91M 0.05%
26,740
-1,060
206
$2.9M 0.05%
6,065
+1,098
207
$2.9M 0.05%
121,135
+10,861
208
$2.89M 0.05%
28,938
-3,273
209
$2.87M 0.05%
180,104
+660
210
$2.87M 0.05%
96,755
-294
211
$2.85M 0.05%
23,531
-150
212
$2.84M 0.05%
5,051
+2,122
213
$2.78M 0.05%
71,185
+105
214
$2.77M 0.05%
19,487
-647
215
$2.72M 0.05%
90,221
216
$2.69M 0.05%
6,189
+145
217
$2.59M 0.05%
14,915
+6,989
218
$2.53M 0.04%
57,130
-3,290
219
$2.42M 0.04%
27,612
-3,807
220
$2.42M 0.04%
18,926
+652
221
$2.37M 0.04%
303,730
222
$2.34M 0.04%
16,925
-2,032
223
$2.33M 0.04%
44,676
+626
224
$2.32M 0.04%
12,657
-120
225
$2.29M 0.04%
21,582
-1,997
7 8
9
10 11