FCB

First Citizens Bancorporation Portfolio holdings

AUM $149M
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$3M
3
+$2.97M
4
VZ icon
Verizon
VZ
+$2.83M
5
CVX icon
Chevron
CVX
+$2.69M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.72%
2 Technology 12.14%
3 Financials 10.92%
4 Energy 10.41%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$977K 0.89%
+20,817
52
$973K 0.89%
+20,230
53
$969K 0.89%
+15,337
54
$941K 0.86%
+38,365
55
$931K 0.85%
+20,380
56
$931K 0.85%
+10,308
57
$914K 0.84%
+26,425
58
$906K 0.83%
+19,936
59
$873K 0.8%
+8,848
60
$863K 0.79%
+9,650
61
$847K 0.77%
+17,949
62
$841K 0.77%
+10,350
63
$777K 0.71%
+10,041
64
$776K 0.71%
+33,095
65
$760K 0.69%
+20,199
66
$741K 0.68%
+42,695
67
$726K 0.66%
+28,290
68
$711K 0.65%
+14,822
69
$696K 0.64%
+18,358
70
$696K 0.64%
+22,670
71
$689K 0.63%
+20,375
72
$671K 0.61%
+7,435
73
$632K 0.58%
+15,143
74
$632K 0.58%
+10,172
75
$615K 0.56%
+14,368
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