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
201
$2.32M 0.1%
+72,854
202
$2.31M 0.09%
+19,104
203
$2.3M 0.09%
+34,751
204
$2.3M 0.09%
+29,307
205
$2.29M 0.09%
+28,025
206
$2.27M 0.09%
+223,848
207
$2.22M 0.09%
+287,577
208
$2.21M 0.09%
+65,357
209
$2.16M 0.09%
+14,108
210
$2.13M 0.09%
+62,733
211
$2.1M 0.09%
+49,439
212
$2.1M 0.09%
+99,114
213
$2.1M 0.09%
+60,980
214
$2.08M 0.09%
+45,766
215
$2.06M 0.08%
+54,088
216
$2.05M 0.08%
+57,997
217
$2.05M 0.08%
+101,133
218
$2.04M 0.08%
+23,989
219
$2.03M 0.08%
+27,259
220
$2.02M 0.08%
+62,211
221
$2.02M 0.08%
+48,733
222
$2.01M 0.08%
+50,392
223
$2M 0.08%
+44,678
224
$2M 0.08%
+38,565
225
$1.99M 0.08%
+43,815
7 8
9
10 11