Fiduciary Trust Co International of Pennsylvania

data from 31/03/2020

Capitalization

$ 2.141 B -20.44 %

Average holding period

17 ans

Performance

$ 2.188 B 14 520.65 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Fiduciary Trust Co International of Pennsylvania

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2020/03/31 MSFT MICROSOFT CORP 3.76% 80.388 M $ 509716 2012/09/30 5.033 K $ 0.01 %
2020/03/31 AAPL APPLE INC 3.53% 75.487 M $ 296855 2012/09/30 -11.818 M $ -13.40 %
2020/03/31 IVV ISHARES TR 2.58% 55.136 M $ 213371 2019/06/30 0.000 $ 0.00 %
2020/03/31 JNJ JOHNSON & JOHNSON 2.51% 53.698 M $ 409496 2012/09/30 -5.956 M $ -10.10 %
2020/03/31 AMT AMERICAN TOWER CORP NEW 2.32% 49.651 M $ 228020 2012/09/30 -2.575 M $ -5.25 %
2020/03/31 NEE NEXTERA ENERGY INC 2.09% 44.713 M $ 185825 2012/09/30 -293.928 K $ -0.63 %
2020/03/31 V VISA INC 1.89% 40.515 M $ 251458 2012/09/30 -7.175 M $ -14.25 %
2020/03/31 HD HOME DEPOT INC 1.79% 38.332 M $ 205302 2012/09/30 -6.089 M $ -14.50 %
2020/03/31 MRK MERCK & CO. INC 1.79% 38.285 M $ 497603 2012/09/30 -6.726 M $ -15.39 %
2020/03/31 PEP PEPSICO INC 1.77% 37.813 M $ 314844 2012/09/30 -4.762 M $ -12.12 %
2020/03/31 JPM JPMORGAN CHASE & CO 1.75% 37.496 M $ 416488 2012/09/30 -19.819 M $ -35.42 %
2020/03/31 CMCSA COMCAST CORP NEW 1.74% 37.315 M $ 1085388 2012/12/31 -11.893 M $ -23.55 %
2020/03/31 IWR ISHARES TR 1.74% 37.237 M $ 862547 2012/09/30 0.000 $ 0.00 %
2020/03/31 ADBE ADOBE INC 1.54% 33.059 M $ 103881 2016/03/31 -1.210 M $ -3.51 %
2020/03/31 PG PROCTER & GAMBLE CO 1.53% 32.804 M $ 298226 2012/09/30 -3.781 M $ -11.93 %
2020/03/31 ABT ABBOTT LABS 1.41% 30.147 M $ 382043 2012/09/30 -3.006 M $ -9.15 %
2020/03/31 ACWX ISHARES TR 1.36% 29.092 M $ 772690 2019/06/30 0.000 $ 0.00 %
2020/03/31 MA MASTERCARD INC 1.29% 27.550 M $ 114050 2014/03/31 -6.407 M $ -19.10 %
2020/03/31 UNP UNION PAC CORP 1.20% 25.721 M $ 182367 2012/09/30 -7.593 M $ -21.99 %
2020/03/31 IEFA ISHARES TR 1.14% 24.485 M $ 490793 2019/06/30 0.000 $ 0.00 %
2020/03/31 VIG VANGUARD SPECIALIZED FUNDS 1.05% 22.453 M $ 217169 2019/06/30 0.000 $ 0.00 %
2020/03/31 CSCO CISCO SYS INC 1.04% 22.281 M $ 566818 2012/09/30 -4.829 M $ -18.04 %
2020/03/31 USMV ISHARES TR 1.01% 21.725 M $ 402236 2019/06/30 0.000 $ 0.00 %
2020/03/31 DIS DISNEY WALT CO 1.01% 21.704 M $ 224677 2012/09/30 -11.697 M $ -33.21 %
2020/03/31 ACN ACCENTURE PLC IRELAND 1.00% 21.505 M $ 131723 2012/09/30 -6.129 M $ -22.47 %
2020/03/31 AGG ISHARES TR 0.99% 21.215 M $ 183889 2019/06/30 0.000 $ 0.00 %
2020/03/31 ADP AUTOMATIC DATA PROCESSING IN 0.96% 20.568 M $ 150478 2012/09/30 -5.349 M $ -19.84 %
2020/03/31 VZ VERIZON COMMUNICATIONS INC 0.94% 20.160 M $ 375221 2012/09/30 -2.839 M $ -12.49 %
2020/03/31 AMZN AMAZON COM INC 0.93% 19.930 M $ 10222 2012/09/30 843.233 K $ 5.52 %
2020/03/31 GOOGL ALPHABET INC 0.92% 19.700 M $ 16954 2015/12/31 -4.433 M $ -13.25 %
2020/03/31 INTC INTEL CORP 0.92% 19.693 M $ 363880 2012/09/30 -2.115 M $ -9.57 %
2020/03/31 TMO THERMO FISHER SCIENTIFIC INC 0.88% 18.919 M $ 66711 2012/09/30 -2.691 M $ -12.70 %
2020/03/31 APD AIR PRODS & CHEMS INC 0.86% 18.422 M $ 92291 2012/09/30 -3.065 M $ -15.06 %
2020/03/31 IWM ISHARES TR 0.85% 18.268 M $ 159598 2019/06/30 0.000 $ 0.00 %
2020/03/31 XOM EXXON MOBIL CORP 0.85% 18.219 M $ 479808 2012/09/30 -16.307 M $ -45.59 %
2020/03/31 PFE PFIZER INC 0.83% 17.696 M $ 542144 2012/09/30 -4.210 M $ -12.60 %
2020/03/31 QUAL ISHARES TR 0.82% 17.523 M $ 216226 2019/06/30 0.000 $ 0.00 %
2020/03/31 UPS UNITED PARCEL SERVICE INC 0.79% 16.919 M $ 181103 2012/09/30 -4.173 M $ -20.19 %
2020/03/31 COST COSTCO WHSL CORP NEW 0.74% 15.827 M $ 55508 2012/09/30 -386.048 K $ -2.99 %
2020/03/31 MCD MCDONALDS CORP 0.72% 15.411 M $ 93205 2012/09/30 -3.045 M $ -16.32 %
2020/03/31 CVX CHEVRON CORP NEW 0.72% 15.372 M $ 212138 2012/09/30 -12.427 M $ -39.87 %
2020/03/31 IJR ISHARES TR 0.72% 15.359 M $ 273730 2019/06/30 0.000 $ 0.00 %
2020/03/31 SCHR SCHWAB STRATEGIC TR 0.72% 15.349 M $ 261137 2019/06/30 0.000 $ 0.00 %
2020/03/31 TYL TYLER TECHNOLOGIES INC 0.70% 14.980 M $ 50512 2017/03/31 -178.342 K $ -1.15 %
2020/03/31 HON HONEYWELL INTL INC 0.70% 14.919 M $ 111516 2012/09/30 -5.580 M $ -24.41 %
2020/03/31 BR BROADRIDGE FINL SOLUTIONS IN 0.68% 14.599 M $ 153945 2015/09/30 -4.508 M $ -23.24 %
2020/03/31 DG DOLLAR GEN CORP NEW 0.68% 14.453 M $ 95710 2017/06/30 -457.304 K $ -3.19 %
2020/03/31 IJH ISHARES TR 0.66% 14.061 M $ 97739 2019/06/30 0.000 $ 0.00 %
2020/03/31 BMY BRISTOL-MYERS SQUIBB CO 0.63% 13.458 M $ 241451 2012/09/30 -1.672 M $ -13.16 %
2020/03/31 AMGN AMGEN INC 0.63% 13.457 M $ 66375 2012/09/30 -2.561 M $ -15.90 %
2020/03/31 ABBV ABBVIE INC 0.61% 13.013 M $ 170788 2013/03/31 -2.081 M $ -13.95 %
2020/03/31 AON AON PLC 0.60% 12.940 M $ 78405 2012/09/30 -3.819 M $ -20.76 %
2020/03/31 WM WASTE MGMT INC DEL 0.60% 12.894 M $ 139304 2012/09/30 -2.706 M $ -18.78 %
2020/03/31 BRK-B BERKSHIRE HATHAWAY INC DEL 0.55% 11.866 M $ 64904 2012/09/30 -3.092 M $ -19.28 %
2020/03/31 ZTS ZOETIS INC 0.54% 11.665 M $ 99116 2019/06/30 0.000 $ 0.00 %
2020/03/31 FISV FISERV INC 0.54% 11.564 M $ 121739 2013/12/31 -2.403 M $ -17.85 %
2020/03/31 BRK-A BERKSHIRE HATHAWAY INC DEL 0.52% 11.152 M $ 41 2014/06/30 -2.771 M $ -19.90 %
2020/03/31 USB US BANCORP DEL 0.52% 11.106 M $ 322387 2012/09/30 -8.767 M $ -41.90 %
2020/03/31 MMM 3M CO 0.50% 10.614 M $ 77756 2013/06/30 -2.833 M $ -18.91 %
2020/03/31 GOOG ALPHABET INC 0.49% 10.576 M $ 9095 2019/06/30 0.000 $ 0.00 %
2020/03/31 DEO DIAGEO P L C 0.49% 10.489 M $ 82515 2012/09/30 -3.356 M $ -24.52 %
2020/03/31 HSY HERSHEY CO 0.47% 10.028 M $ 75680 2012/09/30 -967.003 K $ -9.85 %
2020/03/31 META FACEBOOK INC 0.47% 10.025 M $ 60102 2013/09/30 -2.246 M $ -18.73 %
2020/03/31 WSO WATSCO INC 0.47% 10.017 M $ 63389 2012/09/30 -1.408 M $ -12.28 %
2020/03/31 D DOMINION ENERGY INC 0.45% 9.703 M $ 134409 2012/09/30 -1.402 M $ -12.83 %
2020/03/31 SDY SPDR SER TR 0.44% 9.450 M $ 118333 2019/06/30 -3.884 M $ -27.56 %
2020/03/31 UNITED TECHNOLOGIES CORP 0.43% 9.112 M $ 96602 2012/09/30 -5.440 M $ -37.01 %
2020/03/31 JPST J P MORGAN EXCHANGE-TRADED F 0.42% 8.981 M $ 180814 2018/06/30 -148.241 K $ -1.51 %
2020/03/31 T AT&T INC 0.40% 8.531 M $ 292663 2012/09/30 -2.820 M $ -25.43 %
2020/03/31 AXP AMERICAN EXPRESS CO 0.38% 8.058 M $ 94122 2012/09/30 -3.743 M $ -31.23 %
2020/03/31 SYY SYSCO CORP 0.38% 8.057 M $ 176568 2012/09/30 -3.255 M $ -46.66 %
2020/03/31 IWB ISHARES TR 0.37% 7.996 M $ 56498 2019/06/30 0.000 $ 0.00 %
2020/03/31 HEI-A HEICO CORP NEW 0.37% 7.994 M $ 125095 2017/12/31 -2.673 M $ -28.63 %
2020/03/31 CVS CVS HEALTH CORP 0.37% 7.952 M $ 134028 2012/09/30 -1.980 M $ -20.14 %
2020/03/31 PYPL PAYPAL HLDGS INC 0.37% 7.875 M $ 82255 2015/12/31 -1.018 M $ -11.49 %
2020/03/31 MCO MOODYS CORP 0.36% 7.694 M $ 36379 2016/03/31 -962.737 K $ -10.91 %
2020/03/31 SWK STANLEY BLACK & DECKER INC 0.36% 7.647 M $ 76464 2012/09/30 -5.381 M $ -39.66 %
2020/03/31 FIS FIDELITY NATL INFORMATION SV 0.35% 7.426 M $ 61047 2018/09/30 -1.033 M $ -12.55 %
2020/03/31 TFC TRUIST FINL CORP 0.35% 7.423 M $ 240694 2020/03/31 0.000 $ 0.00 %
2020/03/31 VV VANGUARD INDEX FDS 0.34% 7.292 M $ 61575 2019/06/30 0.000 $ 0.00 %
2020/03/31 BLK BLACKROCK INC 0.34% 7.193 M $ 16348 2012/12/31 -2.412 M $ -28.05 %
2020/03/31 AVGO BROADCOM INC 0.33% 7.095 M $ 29925 2018/09/30 -2.695 M $ -24.97 %
2020/03/31 VRTX VERTEX PHARMACEUTICALS INC 0.33% 6.963 M $ 29260 2017/09/30 281.884 K $ 8.68 %
2020/03/31 MDT MEDTRONIC PLC 0.32% 6.935 M $ 76891 2015/03/31 -1.761 M $ -20.51 %
2020/03/31 ICE INTERCONTINENTAL EXCHANGE IN 0.32% 6.873 M $ 85115 2015/12/31 -1.092 M $ -12.75 %
2020/03/31 IBM INTERNATIONAL BUSINESS MACHS 0.32% 6.846 M $ 61712 2012/09/30 -1.454 M $ -17.22 %
2020/03/31 ATRI ATRION CORP 0.32% 6.742 M $ 10373 2016/03/31 -1.045 M $ -13.51 %
2020/03/31 UNH UNITEDHEALTH GROUP INC 0.31% 6.667 M $ 26736 2012/09/30 -1.171 M $ -15.17 %
2020/03/31 VFC V F CORP 0.31% 6.652 M $ 123000 2012/09/30 -5.834 M $ -45.74 %
2020/03/31 RTN RAYTHEON CO 0.31% 6.596 M $ 50295 2015/06/30 -6.117 M $ -40.32 %
2020/03/31 ORCL ORACLE CORP 0.31% 6.547 M $ 135456 2012/09/30 -643.132 K $ -8.78 %
2020/03/31 SPY SPDR S&P 500 ETF TR 0.29% 6.257 M $ 24279 2012/09/30 -1.554 M $ -19.92 %
2020/03/31 NVDA NVIDIA CORP 0.29% 6.142 M $ 23300 2017/12/31 444.630 K $ 12.07 %
2020/03/31 BDX BECTON DICKINSON & CO 0.28% 6.075 M $ 26438 2012/09/30 -1.106 M $ -15.51 %
2020/03/31 KMB KIMBERLY CLARK CORP 0.28% 5.971 M $ 46701 2012/09/30 -446.267 K $ -7.04 %
2020/03/31 KO COCA COLA CO 0.27% 5.781 M $ 130644 2012/09/30 -1.448 M $ -20.06 %
2020/03/31 TLT ISHARES TR 0.27% 5.734 M $ 34760 2020/03/31 0.000 $ 0.00 %
2020/03/31 MSCI MSCI INC 0.27% 5.706 M $ 19749 2018/03/31 704.831 K $ 11.92 %
2020/03/31 TIP ISHARES TR 0.26% 5.666 M $ 48045 2016/12/31 82.399 K $ 1.10 %
2020/03/31 LHX L3HARRIS TECHNOLOGIES INC 0.26% 5.633 M $ 31271 2019/12/31 -630.000 K $ -8.97 %