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
$1.31B
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$5.71M
3
+$4.08M
4
WEN icon
Wendy's
WEN
+$4.07M
5
KMI icon
Kinder Morgan
KMI
+$3.77M

Top Sells

1
+$2.37M
2
+$2.22M
3
+$1.35M
4
GE icon
GE Aerospace
GE
+$899K
5
AMGN icon
Amgen
AMGN
+$826K

Sector Composition

1 Technology 26.91%
2 Financials 14.53%
3 Industrials 13.83%
4 Consumer Discretionary 9.16%
5 Healthcare 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.1M 1.93%
227,879
-1,248
27
$24.5M 1.88%
458,223
+76,327
28
$23.3M 1.79%
523,013
-3,284
29
$18.2M 1.4%
222,177
-1,870
30
$15.9M 1.22%
161,728
-200
31
$14.8M 1.13%
442,902
-5,919
32
$14.5M 1.11%
283,231
-623
33
$14.4M 1.1%
335,254
-4,586
34
$10.4M 0.8%
588,942
+213,378
35
$10M 0.77%
153,843
-13,791
36
$9.5M 0.73%
91,573
-1,347
37
$9.34M 0.72%
69,901
-801
38
$8.15M 0.62%
151,078
-275
39
$8.05M 0.62%
48,302
-350
40
$7.01M 0.54%
522,698
-37,693
41
$6.62M 0.51%
192,429
-21,876
42
$5.71M 0.44%
+129,800
43
$5.21M 0.4%
61,209
+17
44
$4.17M 0.32%
29,671
-295
45
$3.87M 0.3%
83,608
+8,700
46
$3.27M 0.25%
138,202
+67,400
47
$3.14M 0.24%
37,906
+1,762
48
$2.76M 0.21%
22,722
-312
49
$2.69M 0.21%
43,023
-2,309
50
$2.66M 0.2%
15,282
-100
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2
3 4 5