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
$1.31B
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$5.71M
3
+$4.08M
4
WEN icon
Wendy's
WEN
+$4.07M
5
KMI icon
Kinder Morgan
KMI
+$3.77M

Top Sells

1
+$2.37M
2
+$2.22M
3
+$1.35M
4
GE icon
GE Aerospace
GE
+$899K
5
AMGN icon
Amgen
AMGN
+$826K

Sector Composition

1 Technology 26.91%
2 Financials 14.53%
3 Industrials 13.83%
4 Consumer Discretionary 9.16%
5 Healthcare 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.56M 0.2%
27,610
+40
52
$2.53M 0.19%
58,693
-2,068
53
$1.98M 0.15%
25,412
-1,798
54
$1.91M 0.15%
+42,900
55
$1.82M 0.14%
109,972
-36,526
56
$1.79M 0.14%
10,862
-10
57
$1.78M 0.14%
9,134
-109
58
$1.72M 0.13%
29,735
+545
59
$1.72M 0.13%
16,464
+204
60
$1.71M 0.13%
11,300
61
$1.66M 0.13%
12,255
+82
62
$1.64M 0.13%
15,098
-474
63
$1.53M 0.12%
282,846
-2,100
64
$1.51M 0.12%
52,983
-1,770
65
$1.27M 0.1%
6,833
+45
66
$1.26M 0.1%
14,780
+4,100
67
$1.21M 0.09%
4,425
-1,921
68
$1.13M 0.09%
4,174
+300
69
$1.12M 0.09%
8,849
-995
70
$1.08M 0.08%
19,160
+3,280
71
$1.04M 0.08%
18,363
+38
72
$957K 0.07%
+3,837
73
$932K 0.07%
21,254
-7,083
74
$835K 0.06%
14,960
-120
75
$825K 0.06%
10,218
-526
1 2
3
4 5