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
51
$11.1M 0.45%
+130,855
52
$10.9M 0.45%
+164,943
53
$10.9M 0.45%
+195,728
54
$10.9M 0.45%
+180,093
55
$10.9M 0.45%
+783,680
56
$10.4M 0.43%
+90,988
57
$10.3M 0.42%
+174,459
58
$10.3M 0.42%
+397,231
59
$9.8M 0.4%
+204,149
60
$9.45M 0.39%
+271,804
61
$9.39M 0.39%
+94,830
62
$9.21M 0.38%
+206,133
63
$8.91M 0.37%
+223,788
64
$8.84M 0.36%
+193,448
65
$8.82M 0.36%
+123,133
66
$8.53M 0.35%
+192,935
67
$8.5M 0.35%
+57,209
68
$8.39M 0.34%
+263,554
69
$8.39M 0.34%
+104,981
70
$8.32M 0.34%
+174,619
71
$8.23M 0.34%
+350,118
72
$8.11M 0.33%
+119,263
73
$8.1M 0.33%
+90,564
74
$8.04M 0.33%
+107,970
75
$8.01M 0.33%
+184,473
1 2
3
4 5