FCBT
First Citizens Bank & Trust Portfolio holdings
AUM
$5.52B
This Quarter Return
+7.38%
1 Year Return
+13.48%
3 Year Return
+49.03%
5 Year Return
+91.17%
10 Year Return
+223.49%
AUM
$900M
AUM Growth
+$900M
(+11%)
Cap. Flow
+$35.1M
Cap. Flow
% of AUM
3.9%
Top 10 Holdings %
Top 10 Hldgs %
26.02%
Holding
458
New
37
Increased
121
Reduced
246
Closed
45
Top Buys
| 1 |
First Citizens BancShares
FCNCA
|
$30.8M |
| 2 |
Leggett & Platt
LEG
|
$6.83M |
| 3 |
Mastercard
MA
|
$3.7M |
| 4 |
Comerica
CMA
|
$2.75M |
| 5 |
Church & Dwight Co
CHD
|
$2.56M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$4.04M |
| 2 |
Unum
UNM
|
$2.38M |
| 3 |
Eversource Energy
ES
|
$2.24M |
| 4 |
IBM
IBM
|
$2.23M |
| 5 |
Fidelity National Information Services
FIS
|
$2.15M |
Sector Composition
| 1 | Financials | 20.22% |
| 2 | Technology | 12.67% |
| 3 | Healthcare | 9.23% |
| 4 | Industrials | 8.45% |
| 5 | Consumer Discretionary | 8% |
