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
$1.65B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$27.5M
3
+$25.4M
4
SCHW icon
Charles Schwab
SCHW
+$18.6M
5
KMI icon
Kinder Morgan
KMI
+$17.6M

Top Sells

1
+$49.8M
2
+$32.7M
3
+$15M
4
MSFT icon
Microsoft
MSFT
+$5.39M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$806K

Sector Composition

1 Technology 19.85%
2 Financials 15.24%
3 Industrials 13.92%
4 Healthcare 8.9%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.1M 0.37%
+101,183
52
$5.88M 0.36%
+129,410
53
$5.84M 0.35%
34,680
-1,007
54
$5.69M 0.35%
84,862
+4,228
55
$5.5M 0.33%
46,401
+36,472
56
$5.38M 0.33%
+97,808
57
$5.38M 0.33%
18,004
+13,245
58
$5.26M 0.32%
+103,760
59
$5.05M 0.31%
57,779
+54,418
60
$4.92M 0.3%
+100,655
61
$4.72M 0.29%
+24,069
62
$4.44M 0.27%
29,415
63
$3.79M 0.23%
+13,028
64
$3.66M 0.22%
45,582
+18,433
65
$3.29M 0.2%
+22,632
66
$3.25M 0.2%
25,129
+768
67
$3.18M 0.19%
25,532
+108
68
$2.79M 0.17%
39,537
+361
69
$2.62M 0.16%
227,380
-815
70
$2.55M 0.15%
159,892
+7,888
71
$2.21M 0.13%
55,746
+4,545
72
$2.02M 0.12%
26,659
+740
73
$1.96M 0.12%
8,443
+2,799
74
$1.92M 0.12%
10,709
-876
75
$1.87M 0.11%
120,118
-1,100
1 2
3
4 5