FCBT

First Citizens Bank & Trust Portfolio holdings

AUM $4.64B
1-Year Est. Return 12.64%
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$827M
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$13.2M
3
+$12.8M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$12.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.5M

Top Sells

1
+$38.9M
2
+$26.1M
3
+$21M
4
AAPL icon
Apple
AAPL
+$10.3M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$4.56M

Sector Composition

1 Financials 15.71%
2 Technology 13.59%
3 Healthcare 9.51%
4 Communication Services 6.18%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
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