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
$815M
AUM Growth
-$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$9.76M
2
+$6.21M
3
+$5.34M
4
WLK icon
Westlake Corp
WLK
+$4.13M
5
PNC icon
PNC Financial Services
PNC
+$3.29M

Top Sells

1
+$36.2M
2
+$4.08M
3
+$3.41M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.82M
5
MMC icon
Marsh & McLennan
MMC
+$1.82M

Sector Composition

1 Technology 20.69%
2 Industrials 17.28%
3 Financials 15.49%
4 Healthcare 10.12%
5 Communication Services 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$477K 0.06%
6,123
-200
77
$464K 0.06%
2,216
78
$455K 0.06%
12,940
+2,100
79
$415K 0.05%
12,000
+1,500
80
$406K 0.05%
3,181
+558
81
$404K 0.05%
4,748
82
$379K 0.05%
3,876
+159
83
$375K 0.05%
6,948
-556
84
$311K 0.04%
+5,216
85
$292K 0.04%
+9,785
86
$289K 0.04%
4,974
+1,328
87
$261K 0.03%
6,770
-800
88
$251K 0.03%
2,181
89
$246K 0.03%
2,282
-1
90
$244K 0.03%
+2,550
91
$243K 0.03%
5,756
92
$241K 0.03%
1,943
93
$236K 0.03%
2,631
+235
94
$236K 0.03%
1,800
95
$225K 0.03%
+6,300
96
$217K 0.03%
5,757
-393
97
$204K 0.03%
3,913
+3
98
$201K 0.02%
+3,375
99
$64K 0.01%
5,000
100
– –
-43,912
1 2 3
4
5