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
$1.27B
AUM Growth
+$96.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$5.85M
3
+$4.85M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.12M
5
BP icon
BP
BP
+$2.83M

Top Sells

1
+$10M
2
+$1.99M
3
+$1.84M
4
KMI icon
Kinder Morgan
KMI
+$1.29M
5
BA icon
Boeing
BA
+$802K

Sector Composition

1 Technology 25.06%
2 Financials 15.52%
3 Industrials 15.13%
4 Healthcare 8.1%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.03M 0.24%
49,580
+24,587
52
$2.97M 0.23%
174,608
+46,512
53
$2.62M 0.21%
27,070
-45
54
$2.49M 0.2%
27,130
-37
55
$2.38M 0.19%
16,100
-225
56
$2.22M 0.18%
58,012
+585
57
$1.94M 0.15%
9,845
+300
58
$1.89M 0.15%
15,786
+257
59
$1.83M 0.14%
12,600
60
$1.75M 0.14%
8,825
-70
61
$1.74M 0.14%
6,455
+2,092
62
$1.7M 0.13%
51,711
+2,700
63
$1.6M 0.13%
285,246
-7,774
64
$1.51M 0.12%
70,602
-700
65
$1.43M 0.11%
26,633
-157
66
$1.41M 0.11%
8,973
+50
67
$1.37M 0.11%
12,826
+860
68
$1.29M 0.1%
18,069
-231
69
$1.19M 0.09%
11,231
-66
70
$1.17M 0.09%
30,765
+18,050
71
$1.16M 0.09%
9,231
+1
72
$1.05M 0.08%
22,843
-85
73
$1.03M 0.08%
3,879
+450
74
$1.03M 0.08%
5,417
75
$960K 0.08%
11,848
1 2
3
4 5