FCBT
First Citizens Bank & Trust Portfolio holdings
AUM
$5.52B
This Quarter Return
-0.46%
1 Year Return
+13.48%
3 Year Return
+49.03%
5 Year Return
+91.17%
10 Year Return
+223.49%
AUM
$736M
AUM Growth
+$736M
(-1.1%)
Cap. Flow
+$1.23M
Cap. Flow
% of AUM
0.17%
Top 10 Holdings %
Top 10 Hldgs %
21.41%
Holding
442
New
53
Increased
219
Reduced
127
Closed
37
Top Buys
| 1 |
Zoetis
ZTS
|
$2.87M |
| 2 |
Cardinal Health
CAH
|
$2.59M |
| 3 |
WBA
Walgreens Boots Alliance
WBA
|
$2.11M |
| 4 |
TWX
Time Warner Inc
TWX
|
$1.97M |
| 5 |
Loews
L
|
$1.9M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.76M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$4.44M |
| 3 |
eBay
EBAY
|
$3.23M |
| 4 |
Amgen
AMGN
|
$2.52M |
| 5 |
NextEra Energy, Inc.
NEE
|
$2.34M |
Sector Composition
| 1 | Financials | 15.64% |
| 2 | Technology | 12.93% |
| 3 | Healthcare | 9.2% |
| 4 | Industrials | 8.27% |
| 5 | Consumer Discretionary | 6.94% |
