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
$800M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$6.62M
2 +$3.75M
3 +$2.06M
4
AMGN icon
Amgen
AMGN
+$1.71M
5
T icon
AT&T
T
+$1.7M

Top Sells

1 +$11.2M
2 +$4.4M
3 +$2.23M
4
VTRS icon
Viatris
VTRS
+$1.45M
5
HON icon
Honeywell
HON
+$877K

Sector Composition

1 Technology 18.68%
2 Industrials 17.81%
3 Financials 15.26%
4 Communication Services 8.23%
5 Healthcare 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$591K 0.07%
22,260
-61
77
$448K 0.06%
4,848
-751
78
$423K 0.05%
7,526
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79
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$385K 0.05%
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81
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82
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83
$310K 0.04%
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93
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94
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95
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3,612
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97
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98
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21,850
-100
99
$70K 0.01%
5,000
100
-5,163