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
101
$6.54M 0.27%
+144,850
102
$6.48M 0.27%
+179,200
103
$6.37M 0.26%
+87,566
104
$6.35M 0.26%
+193,770
105
$6.18M 0.25%
+84,723
106
$6.18M 0.25%
+342,138
107
$6.15M 0.25%
+105,182
108
$6.12M 0.25%
+109,753
109
$6.05M 0.25%
+146,441
110
$5.95M 0.24%
+78,700
111
$5.94M 0.24%
+95,155
112
$5.82M 0.24%
+67,346
113
$5.76M 0.24%
+58,313
114
$5.41M 0.22%
+202,632
115
$5.36M 0.22%
+346,235
116
$5.35M 0.22%
+24,847
117
$5.29M 0.22%
+171,060
118
$5.19M 0.21%
+90,650
119
$5.14M 0.21%
+165,713
120
$5.14M 0.21%
+92,690
121
$5.1M 0.21%
+61,780
122
$5.1M 0.21%
+146,126
123
$4.84M 0.2%
+425,584
124
$4.8M 0.2%
+71,135
125
$4.72M 0.19%
+418,699
3 4
5
6 7