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
$800M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$3.75M
3
+$2.06M
4
AMGN icon
Amgen
AMGN
+$1.71M
5
T icon
AT&T
T
+$1.7M

Top Sells

1
+$11.2M
2
+$4.4M
3
+$2.23M
4
VTRS icon
Viatris
VTRS
+$1.45M
5
HON icon
Honeywell
HON
+$877K

Sector Composition

1 Technology 18.68%
2 Industrials 17.81%
3 Financials 15.26%
4 Communication Services 8.23%
5 Healthcare 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.23%
27,446
+365
52
$1.62M 0.2%
17,739
-200
53
$1.59M 0.2%
57,884
-819
54
$1.45M 0.18%
18,497
+46
55
$1.41M 0.18%
16,123
+23
56
$1.39M 0.17%
28,226
+28
57
$1.34M 0.17%
68,234
-775
58
$1.28M 0.16%
54,126
+1,971
59
$1.23M 0.15%
9,050
+100
60
$1.21M 0.15%
9,392
-110
61
$1.16M 0.15%
21,389
-784
62
$1.11M 0.14%
11,931
+442
63
$1.02M 0.13%
28,413
-450
64
$1.01M 0.13%
24,836
-300
65
$870K 0.11%
22,180
+567
66
$865K 0.11%
10,192
-350
67
$854K 0.11%
17,456
+440
68
$822K 0.1%
8,516
-565
69
$787K 0.1%
3,797
+2
70
$783K 0.1%
9,768
+139
71
$622K 0.08%
7,997
+1
72
$622K 0.08%
14,320
+100
73
$615K 0.08%
5,313
74
$605K 0.08%
8,933
+439
75
$593K 0.07%
9,070
+1
1 2
3
4 5