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
76
$572K 0.52%
+6,700
77
$558K 0.51%
+20,200
78
$552K 0.5%
+11,057
79
$533K 0.49%
+14,010
80
$517K 0.47%
+15,950
81
$467K 0.43%
+9,075
82
$429K 0.39%
+8,176
83
$400K 0.37%
+6,990
84
$351K 0.32%
+4,553
85
$343K 0.31%
+2,130
86
$255K 0.23%
+7,408
87
$254K 0.23%
+17,200
88
$240K 0.22%
+13,145
89
$239K 0.22%
+932
90
$223K 0.2%
+17,313
91
$220K 0.2%
+3,030
92
$216K 0.2%
+2,050
93
$71K 0.06%
+13,900
1 2 3
4