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
$814M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$11.8M
3
+$8.76M
4
FCNCA icon
First Citizens BancShares
FCNCA
+$7.09M
5
TSS
Total System Services, Inc.
TSS
+$6.63M

Top Sells

1
+$6.55M
2
+$2.63M
3
+$2.59M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.24M
5
CTXS
Citrix Systems Inc
CTXS
+$2.01M

Sector Composition

1 Financials 17.54%
2 Technology 13.35%
3 Healthcare 8.85%
4 Industrials 8.09%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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457
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459
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460
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461
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462
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463
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464
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-4,783
465
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-20,845
466
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-11,665
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