FCBT
First Citizens Bank & Trust Portfolio holdings
AUM
$5.52B
1-Year Return
13.48%
This Quarter Return
+16.03%
1 Year Return
+13.48%
3 Year Return
+49.03%
5 Year Return
+91.17%
10 Year Return
+223.49%
AUM
$1.96B
AUM Growth
+$538M
(+38%)
Cap. Flow
+$334M
Cap. Flow
% of AUM
17.07%
Top 10 Holdings %
Top 10 Hldgs %
56.45%
Holding
419
New
47
Increased
104
Reduced
211
Closed
50
Top Buys
| 1 |
iShares Russell Top 200 Growth ETF
IWY
|
+$175M |
| 2 |
iShares Russell Top 200 Value ETF
IWX
|
+$128M |
| 3 |
iShares Russell Top 200 ETF
IWL
|
+$46.6M |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
+$17.5M |
| 5 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$4.02M |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$3.94M |
| 2 |
Walt Disney
DIS
|
+$2.92M |
| 3 |
Regency Centers
REG
|
+$2.49M |
| 4 |
S&P Global
SPGI
|
+$2.26M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
+$2.24M |
Sector Composition
| 1 | Financials | 9.32% |
| 2 | Technology | 7.99% |
| 3 | Healthcare | 4.82% |
| 4 | Communication Services | 3.62% |
| 5 | Industrials | 3.56% |
