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
$1.06B
AUM Growth
-$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$3.64M
3
+$3.41M
4
VZ icon
Verizon
VZ
+$3.25M
5
T icon
AT&T
T
+$3.19M

Top Sells

1
+$30.4M
2
+$12.9M
3
+$1.46M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$809K
5
KMB icon
Kimberly-Clark
KMB
+$428K

Sector Composition

1 Technology 25.82%
2 Financials 16.26%
3 Industrials 16.2%
4 Healthcare 8.92%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$652K 0.06%
11,763
+21
77
$639K 0.06%
7,584
-80
78
$586K 0.06%
5,515
+837
79
$528K 0.05%
3,444
+10
80
$486K 0.05%
4,623
81
$455K 0.04%
13,090
+2,125
82
$398K 0.04%
2,821
83
$367K 0.03%
7,580
-240
84
$361K 0.03%
100,000
85
$332K 0.03%
2,611
-120
86
$327K 0.03%
+2,378
87
$314K 0.03%
3,770
88
$310K 0.03%
4,668
89
$308K 0.03%
5,560
+2,000
90
$306K 0.03%
4,150
+600
91
$300K 0.03%
+1,352
92
$298K 0.03%
4,668
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93
$295K 0.03%
2,745
94
$291K 0.03%
9,316
-40
95
$283K 0.03%
5,756
96
$278K 0.03%
2,455
+33
97
$266K 0.03%
4,460
+3
98
$260K 0.02%
6,713
99
$258K 0.02%
2,334
+2
100
$256K 0.02%
6,385
1 2 3
4
5