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
$1.31B
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$5.71M
3
+$4.08M
4
WEN icon
Wendy's
WEN
+$4.07M
5
KMI icon
Kinder Morgan
KMI
+$3.77M

Top Sells

1
+$2.37M
2
+$2.22M
3
+$1.35M
4
GE icon
GE Aerospace
GE
+$899K
5
AMGN icon
Amgen
AMGN
+$826K

Sector Composition

1 Technology 26.91%
2 Financials 14.53%
3 Industrials 13.83%
4 Consumer Discretionary 9.16%
5 Healthcare 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$810K 0.06%
16,186
-208
77
$723K 0.06%
7,375
-110
78
$701K 0.05%
10,274
-2,763
79
$678K 0.05%
6,466
-139
80
$673K 0.05%
5,878
-646
81
$645K 0.05%
11,641
-2,339
82
$633K 0.05%
3,900
83
$616K 0.05%
104,000
+10,000
84
$604K 0.05%
9,321
-398
85
$539K 0.04%
9,693
-1,906
86
$523K 0.04%
13,430
-13,430
87
$493K 0.04%
3,478
+5
88
$465K 0.04%
2,711
+103
89
$433K 0.03%
2,228
+493
90
$398K 0.03%
7,185
+1,663
91
$391K 0.03%
13,868
-21,321
92
$391K 0.03%
5,296
+67
93
$376K 0.03%
1,913
+450
94
$366K 0.03%
2,620
+1,120
95
$341K 0.03%
1,153
+87
96
$336K 0.03%
4,298
97
$319K 0.02%
3,740
+40
98
$317K 0.02%
2,387
99
$311K 0.02%
2,445
+68
100
$309K 0.02%
2,211
-100
2 3
4
5 6