FPCG

Fort Pitt Capital Group Portfolio holdings

AUM $3.55B
1-Year Est. Return 34.86%
This Quarter Est. Return
1 Year Est. Return
+34.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$815M
AUM Growth
-$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$9.76M
2
+$6.21M
3
+$5.34M
4
WLK icon
Westlake Corp
WLK
+$4.13M
5
PNC icon
PNC Financial Services
PNC
+$3.29M

Top Sells

1
+$36.2M
2
+$4.08M
3
+$3.41M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.82M
5
MMC icon
Marsh & McLennan
MMC
+$1.82M

Sector Composition

1 Technology 20.69%
2 Industrials 17.28%
3 Financials 15.49%
4 Healthcare 10.12%
5 Communication Services 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13M 1.6%
85,721
+247
27
$12.3M 1.51%
53,088
+52
28
$11.6M 1.43%
472,421
+396,837
29
$9.82M 1.21%
249,928
+504
30
$9.5M 1.17%
65,465
+539
31
$9.46M 1.16%
90,851
+890
32
$8.58M 1.05%
312,071
+3,187
33
$7.43M 0.91%
260,216
+501
34
$7.43M 0.91%
293,412
-1,685
35
$7.24M 0.89%
242,369
+794
36
$6.88M 0.84%
205,935
+1,505
37
$6.11M 0.75%
157,276
+1,100
38
$5.34M 0.66%
+149,555
39
$4.54M 0.56%
71,279
+153
40
$4.13M 0.51%
126,612
-382
41
$4.13M 0.51%
+96,150
42
$4.05M 0.5%
160,247
+102
43
$4M 0.49%
71,987
+712
44
$3.73M 0.46%
199,422
-549
45
$3.57M 0.44%
38,100
-4,286
46
$2.94M 0.36%
62,020
+28
47
$2.88M 0.35%
229,723
+6,205
48
$2.48M 0.3%
20,402
-1,134
49
$1.92M 0.24%
22,623
+1,011
50
$1.6M 0.2%
55,686
+985
1
2
3 4 5