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
$1.79B
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$77.5M
2
+$45.5M
3
+$26.6M
4
SBUX icon
Starbucks
SBUX
+$5.16M
5
KMB icon
Kimberly-Clark
KMB
+$4.83M

Top Sells

1
+$43.8M
2
+$21.4M
3
+$15.9M
4
MSFT icon
Microsoft
MSFT
+$12.1M
5
AAPL icon
Apple
AAPL
+$8.24M

Sector Composition

1 Technology 19.75%
2 Financials 14.9%
3 Healthcare 10.52%
4 Industrials 10.25%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.78M 0.32%
33,951
-1,975
52
$5.58M 0.31%
231,436
-3,308
53
$5.54M 0.31%
47,659
-2,494
54
$5.32M 0.3%
76,575
+6,192
55
$5.08M 0.28%
63,103
+7,860
56
$4.72M 0.26%
79,118
-6,308
57
$4.64M 0.26%
13,855
-17,489
58
$4.6M 0.26%
51,957
+2,917
59
$4.44M 0.25%
50,678
-11,864
60
$3.75M 0.21%
25,162
-7,125
61
$3.67M 0.2%
48,550
-3,104
62
$3.62M 0.2%
50,209
-1,688
63
$3.55M 0.2%
25,522
-1,745
64
$3.07M 0.17%
100,350
-3,573
65
$2.73M 0.15%
17,320
-4,860
66
$2.55M 0.14%
54,771
-9,519
67
$2.54M 0.14%
9,166
-532
68
$2.24M 0.13%
27,730
-17,534
69
$2.18M 0.12%
10,193
-274
70
$1.8M 0.1%
13,024
-1,623
71
$1.8M 0.1%
8,456
-5,600
72
$1.71M 0.1%
23,340
-2,940
73
$1.7M 0.09%
11,374
-720
74
$1.65M 0.09%
5,927
-2,040
75
$1.57M 0.09%
4,685
+83
1 2
3
4 5