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
$2.44B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,015
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$51M
3
+$40.3M
4
MSFT icon
Microsoft
MSFT
+$39.9M
5
JPM icon
JPMorgan Chase
JPM
+$37.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.8%
2 Healthcare 12.67%
3 Technology 12.4%
4 Energy 10.17%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$568K 0.02%
+8,507
602
$567K 0.02%
+5,968
603
$567K 0.02%
+13,503
604
$565K 0.02%
+11,815
605
$565K 0.02%
+11,507
606
$564K 0.02%
+1,918
607
$564K 0.02%
+39,573
608
$563K 0.02%
+43,776
609
$562K 0.02%
+4,541
610
$562K 0.02%
+7,478
611
$562K 0.02%
+13,008
612
$562K 0.02%
+449
613
$561K 0.02%
+38,569
614
$559K 0.02%
+11,586
615
$559K 0.02%
+11,726
616
$557K 0.02%
+37,692
617
$556K 0.02%
+5,243
618
$556K 0.02%
+8,916
619
$554K 0.02%
+8,559
620
$550K 0.02%
+6,782
621
$550K 0.02%
+24,016
622
$549K 0.02%
+15,220
623
$549K 0.02%
+19,772
624
$549K 0.02%
+30,005
625
$548K 0.02%
+22,205
23 24
25
26 27