FT

FIDUCIARY TRUST CO

13F
FIDUCIARY TRUST CO
Last update 2025-05-15 816 Stocks (148 new)
Value $7.64 Bil Turnover 4 %
Countries:

FIDUCIARY TRUST CO Profile

Fiduciary Trust Co is an investment management firm based out of Boston, Massachusetts. The company can trace its history back to 1885, when “one of New England’s most prominent families established an office to ensure consistency in management of the family's trusts and investments.” The original company would operate largely as a family investment management firm until 1928 when Robert H. Gardiner incorporated Fiduciary Trust Company to “provide wealthy individuals and their families objective advice to meet their estate, trust and investment needs.” Fiduciary Trust Co utilizes an “open architecture” methodology to manage its portfolios, allowing “access to top-tier investment managers across a broad range of traditional and alternative asset classes.” The company invests with a long term investment horizon, focusing on establishing a disciplined and consistent approach. Fiduciary Trust Co conducts its research both internally and externally, utilizing a quantitative analytics methodology to make its investment decisions. The company invests in the public equity, fixed income, and real estate markets on a global scale, allocating its assets in the value and growth stocks of companies ranging from the small to large market capitalizations. Fiduciary Trust Co invests most heavily in the finance sector, which alone makes up over a quarter of the firm’s total asset allocations, and also invests in the information technology, health care, consumer discretionary, consumer staples, industrials, energy, materials, and real estate sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company holds its allocations an average of 24.5 quarters although the firm only holds its top 10 allocations an average of 14 quarters. Fiduciary Trust Co, in the most recent quarter, has had a turnover rate of approximately 10.6%. The company currently oversees over $11 billion in total assets under management and operates with a team of investment professionals that have an average of over a quarter century in the industry.
FIDUCIARY TRUST CO Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
1,581,384
888,579.7
+1.05%
11.640
+0.12%
0.160
+19.80%
+7.59%
625,043.3
 
BRK.A
Berkshire Hathaway Inc
643
513,398.0
-0.16%
6.720
-0.01%
0.040
-7.74%
+4.87%
1,025,957.7
Insurance
TJX
TJX Companies Inc
2,905,846
353,932.0
+0.51%
4.640
+0.02%
0.260
-2.04%
+3.68%
138,860.7
Retail - Cyclical
AAPL
Apple Inc
1,585,247
352,131.0
-0.26%
4.610
-0.01%
0.010
+11.82%
-14.88%
3,176,103.4
Hardware
IEFA
iShares Core MSCI EAFE ETF
4,218,245
319,110.2
-1.95%
4.180
-0.08%
0.250
+19.27%
+21.42%
143,504.0
 
CPNG
Coupang Inc
12,974,117
284,522.4
-1.61%
3.730
-0.06%
0.710
+45.55%
+39.06%
55,494.2
Retail - Cyclical
VEA
Vanguard FTSE Developed Markets ETF
5,118,840
260,190.6
-2.38%
3.410
-0.08%
0.190
+20.18%
+21.42%
158,606.5
 
MSFT
Microsoft Corp
677,956
254,498.1
+0.98%
3.330
+0.03%
0.010
+31.74%
+19.43%
3,727,197.8
Software
EPS
WisdomTree U.S. LargeCap Fund
2,414,935
143,157.4
+6.82%
1.870
+0.12%
13.840
+18.10%
+6.84%
1,155.6
 
EIPX
FT Energy Income Partners Strategy ETF
FT Energy Income Partners Strategy ETF
5,394,874
140,536.5
0%
1.840
0%
36.700
+13.63%
+6.42%
374.6
 

FIDUCIARY TRUST CO's Historical Top Holdings Breakdowns

FIDUCIARY TRUST CO's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-0.40%
â—Ź
271.18 ($290.53) 303.12
$308.64
6.23%
Reduce -66.9%
51,863
-104,803
RGEF
Rockefeller Global Equity ETF
2025-03-31
New Buy
New Buy
+0.30%
â—Ź
24.73 ($25.77) 26.67
$27.72
7.57%
New holding
898,395
898,395
RSP
Invesco S&P 500 Equal Weight ETF
2025-03-31
Reduce
Reduce
-0.22%
â—Ź
169.43 ($177.82) 182.84
$186.15
4.68%
Reduce -16.12%
500,139
-96,094
HD
The Home Depot Inc
2025-03-31
Add
Add
+0.18%
â—Ź
347.25 ($389.72) 424.87
$376.45
-3.41%
Add 19.23%
237,048
38,226
VXUS
Vanguard Total International Stock
2025-03-31
Reduce
Reduce
-0.18%
â—Ź
58.01 ($61.77) 64.46
$69.46
12.45%
Reduce -92.29%
18,599
-222,720
ESGU
iShares MSCI USA ESG Optimized ETF
2025-03-31
Add
Add
+0.17%
â—Ź
120.24 ($128.78) 134.3
$136.72
6.17%
Add 19.36%
661,128
107,229
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
2025-03-31
Reduce
Reduce
-0.14%
â—Ź
50.72 ($50.82) 50.92
$50.87
0.10%
Reduce -29.54%
481,169
-201,767
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.12%
â—Ź
554.06 ($590.51) 615.85
$629.45
6.59%
Add 1.05%
1,581,384
16,433
EPS
WisdomTree U.S. LargeCap Fund
2025-03-31
Add
Add
+0.12%
â—Ź
58.38 ($61.88) 64.16
$64.92
4.91%
Add 6.82%
2,414,935
154,232
ABT
Abbott Laboratories
2025-03-31
Add
Add
+0.11%
â—Ź
111.1 ($127.27) 140.22
$133.58
4.96%
Add 21.44%
374,786
66,159

FIDUCIARY TRUST CO Total Holding History ($B)

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FIDUCIARY TRUST CO's Asset Allocation

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FIDUCIARY TRUST CO Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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FIDUCIARY TRUST CO's Hypothetical Growth since 2025-03-31

FIDUCIARY TRUST CO's Yearly Returns

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FIDUCIARY TRUST CO's Holdings Heat Map

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FIDUCIARY TRUST CO's Holdings Bubble Chart

FIDUCIARY TRUST CO News

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