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
$1.06B
AUM Growth
-$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$3.64M
3
+$3.41M
4
VZ icon
Verizon
VZ
+$3.25M
5
T icon
AT&T
T
+$3.19M

Top Sells

1
+$30.4M
2
+$12.9M
3
+$1.46M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$809K
5
KMB icon
Kimberly-Clark
KMB
+$428K

Sector Composition

1 Technology 25.82%
2 Financials 16.26%
3 Industrials 16.2%
4 Healthcare 8.92%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.5M 1.74%
462,130
-913
27
$18.4M 1.73%
239,109
-1,811
28
$14.4M 1.35%
83,558
-1,515
29
$14.2M 1.33%
386,988
+92,965
30
$13.5M 1.27%
451,956
-8,381
31
$12.8M 1.2%
193,155
-298
32
$12.4M 1.16%
288,063
-1,883
33
$11.4M 1.07%
77,304
+635
34
$11.1M 1.04%
596,622
-6,050
35
$10.1M 0.95%
91,845
-297
36
$7.91M 0.74%
558,797
+331,172
37
$7.77M 0.73%
152,335
-2,649
38
$7.58M 0.71%
31,161
-76
39
$6.99M 0.66%
227,544
-43
40
$6.75M 0.64%
211,751
+870
41
$4.37M 0.41%
71,337
-750
42
$3.77M 0.35%
60,435
-332
43
$3.03M 0.29%
158,147
+258
44
$2.96M 0.28%
36,627
-1,324
45
$2.86M 0.27%
21,616
+928
46
$2.54M 0.24%
70,412
-1,524
47
$2.4M 0.23%
293,020
-1,450
48
$2.4M 0.23%
27,511
+2,931
49
$2.27M 0.21%
18,203
50
$2.21M 0.21%
139,406
-91,910
1
2
3 4 5