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
$875M
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$18.3M
2 +$6.5M
3 +$1.74M
4
VZ icon
Verizon
VZ
+$1.66M
5
T icon
AT&T
T
+$1.64M

Top Sells

1 +$4.54M
2 +$4.13M
3 +$2.91M
4
MSFT icon
Microsoft
MSFT
+$1.34M
5
GTLS icon
Chart Industries
GTLS
+$607K

Sector Composition

1 Technology 24.54%
2 Industrials 15.84%
3 Financials 15.25%
4 Healthcare 10.06%
5 Communication Services 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.58M 0.18%
25,007
52
$1.48M 0.17%
13,640
53
$1.4M 0.16%
9,720
+595
54
$1.4M 0.16%
9,485
+218
55
$1.35M 0.15%
22,695
+514
56
$1.34M 0.15%
55,689
+714
57
$1.32M 0.15%
13,623
58
$1.24M 0.14%
416,204
-5,600
59
$1.14M 0.13%
18,027
-89
60
$1.11M 0.13%
11,385
-78
61
$957K 0.11%
22,604
+18
62
$884K 0.1%
8,585
-11
63
$834K 0.1%
9,392
64
$834K 0.1%
3,835
65
$814K 0.09%
23,486
-61
66
$765K 0.09%
72,852
-100
67
$715K 0.08%
9,642
+1
68
$684K 0.08%
10,275
+362
69
$664K 0.08%
5,389
+1
70
$626K 0.07%
14,593
+78
71
$609K 0.07%
15,160
+2,220
72
$557K 0.06%
14,340
+2,340
73
$509K 0.06%
7,945
-128
74
$499K 0.06%
11,258
+1,122
75
$479K 0.05%
2,216