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
$2.77B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$12.5M
3
+$10.5M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$9.52M
5
DIS icon
Walt Disney
DIS
+$8.45M

Top Sells

1
+$33.5M
2
+$15.7M
3
+$11.6M
4
CTSH icon
Cognizant
CTSH
+$7.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.38M

Sector Composition

1 Technology 21.04%
2 Financials 15.56%
3 Healthcare 11.37%
4 Industrials 10.92%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.43M 0.3%
189,388
-17,097
52
$8.29M 0.3%
95,063
+11,057
53
$7.91M 0.29%
133,907
-2,097
54
$7.7M 0.28%
31,902
-26,439
55
$7.66M 0.28%
132,670
-200,596
56
$4.09M 0.15%
9,846
+291
57
$3.99M 0.14%
54,489
-4,253
58
$3.83M 0.14%
22,380
+1,239
59
$3.2M 0.12%
23,946
-2,951
60
$3.14M 0.11%
165,342
+76,350
61
$3.02M 0.11%
32,841
-170,884
62
$2.74M 0.1%
16,440
+420
63
$2.71M 0.1%
9,105
+44
64
$2.59M 0.09%
5,452
-596
65
$2.44M 0.09%
14,913
-168
66
$2.41M 0.09%
5,059
+919
67
$2.31M 0.08%
24,322
+1,256
68
$2.16M 0.08%
73,480
+1,750
69
$2.15M 0.08%
44,580
-6,525
70
$2.14M 0.08%
19,974
-69
71
$2.02M 0.07%
13,940
-380
72
$1.99M 0.07%
11,479
+3,872
73
$1.98M 0.07%
13,660
+460
74
$1.95M 0.07%
9,330
+2,184
75
$1.79M 0.06%
13,226
+1,424
1 2
3
4 5