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
51
$1.58M 0.19%
17,389
+500
52
$1.55M 0.19%
64,956
+1,092
53
$1.55M 0.19%
25,007
+3,300
54
$1.45M 0.18%
13,640
+201
55
$1.36M 0.17%
9,267
-288
56
$1.34M 0.16%
54,975
-2,382
57
$1.32M 0.16%
9,125
-25
58
$1.25M 0.15%
18,116
+24
59
$1.22M 0.15%
22,181
+324
60
$1.18M 0.14%
421,804
-4,300
61
$1.17M 0.14%
11,463
-72
62
$1.16M 0.14%
13,623
-1,000
63
$1.02M 0.13%
22,586
-451
64
$901K 0.11%
8,596
-399
65
$807K 0.1%
3,835
+642
66
$795K 0.1%
72,952
-350
67
$766K 0.09%
23,547
-106
68
$712K 0.09%
9,392
+50
69
$706K 0.09%
9,641
+2
70
$661K 0.08%
5,388
+2
71
$616K 0.08%
9,913
+180
72
$607K 0.07%
25,138
73
$585K 0.07%
14,515
74
$491K 0.06%
8,073
75
$480K 0.06%
10,136
+1,578
1 2
3
4 5