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
51
$2.01M 0.19%
16,500
-418
52
$1.9M 0.18%
26,215
+766
53
$1.88M 0.18%
16,300
+2,966
54
$1.76M 0.17%
56,233
+4,138
55
$1.7M 0.16%
9,743
-50
56
$1.53M 0.14%
12,600
57
$1.49M 0.14%
26,867
-14,593
58
$1.41M 0.13%
23,120
+567
59
$1.38M 0.13%
8,145
60
$1.36M 0.13%
11,560
-48
61
$1.34M 0.13%
18,018
+345
62
$1.28M 0.12%
65,902
-200
63
$1.26M 0.12%
49,962
+270
64
$1.01M 0.1%
22,557
+558
65
$1M 0.09%
4,116
+481
66
$947K 0.09%
9,075
+161
67
$898K 0.08%
8,354
+12
68
$861K 0.08%
3,562
-276
69
$830K 0.08%
9,084
+37
70
$725K 0.07%
9,785
+19
71
$722K 0.07%
15,880
72
$708K 0.07%
5,872
+1
73
$701K 0.07%
9,148
74
$672K 0.06%
14,460
+40
75
$655K 0.06%
12,617
1 2
3
4 5