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
$115M
AUM Growth
+$6.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$560K
3
+$413K
4
XEL icon
Xcel Energy
XEL
+$373K
5
AFL icon
Aflac
AFL
+$353K

Top Sells

1
+$1.04M
2
+$841K
3
+$800K
4
KO icon
Coca-Cola
KO
+$774K
5
ORCL icon
Oracle
ORCL
+$696K

Sector Composition

1 Healthcare 14.86%
2 Technology 12.23%
3 Financials 11.91%
4 Energy 10.54%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-14,368
102
– –
-22,670
103
– –
-7,408
104
– –
-20,375
1 2 3 4
5