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
$897M
AUM Growth
+$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.26M
3
+$2.24M
4
CRM icon
Salesforce
CRM
+$2.23M
5
KO icon
Coca-Cola
KO
+$2.19M

Top Sells

1
+$4.5M
2
+$3.44M
3
+$3.02M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.94M
5
C icon
Citigroup
C
+$2.83M

Sector Composition

1 Financials 17.47%
2 Technology 13.39%
3 Healthcare 8.54%
4 Industrials 7.04%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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429
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435
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436
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439
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440
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441
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442
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-45,954
443
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