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
$1.38B
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$3.71M
3
+$3.52M
4
T icon
AT&T
T
+$3.02M
5
WDC icon
Western Digital
WDC
+$2.17M

Top Sells

1
+$19M
2
+$6.03M
3
+$2.55M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.73M
5
MSFT icon
Microsoft
MSFT
+$855K

Sector Composition

1 Technology 25.87%
2 Industrials 14.79%
3 Financials 14.03%
4 Consumer Discretionary 10.13%
5 Healthcare 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.7M 0.2%
28,542
+932
52
$2.38M 0.17%
42,551
-349
53
$2.11M 0.15%
25,364
-48
54
$2.04M 0.15%
11,324
+24
55
$1.99M 0.14%
29,388
-347
56
$1.9M 0.14%
10,802
-60
57
$1.9M 0.14%
9,152
+18
58
$1.87M 0.14%
111,742
+1,770
59
$1.82M 0.13%
16,161
-303
60
$1.77M 0.13%
11,580
-675
61
$1.67M 0.12%
14,946
-152
62
$1.6M 0.12%
51,099
-1,884
63
$1.52M 0.11%
15,180
+400
64
$1.46M 0.11%
6,833
65
$1.45M 0.1%
279,313
-3,533
66
$1.31M 0.09%
4,473
+48
67
$1.28M 0.09%
21,200
+2,040
68
$1.24M 0.09%
20,502
+2,139
69
$1.21M 0.09%
4,174
70
$1.13M 0.08%
16,996
-26,027
71
$1.07M 0.08%
8,716
-133
72
$1.03M 0.07%
3,853
+16
73
$1.01M 0.07%
21,830
+576
74
$973K 0.07%
11,930
+1,712
75
$899K 0.07%
15,060
+100
1 2
3
4 5