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
$1.38B
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$3.71M
3
+$3.52M
4
T icon
AT&T
T
+$3.02M
5
WDC icon
Western Digital
WDC
+$2.17M

Top Sells

1
+$19M
2
+$6.03M
3
+$2.55M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.73M
5
MSFT icon
Microsoft
MSFT
+$855K

Sector Composition

1 Technology 25.87%
2 Industrials 14.79%
3 Financials 14.03%
4 Consumer Discretionary 10.13%
5 Healthcare 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$823K 0.06%
15,586
-600
77
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6,927
+461
78
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7,402
+27
79
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102,000
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80
$701K 0.05%
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81
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5,879
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82
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3,900
83
$652K 0.05%
12,005
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84
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85
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86
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14,165
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87
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88
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94
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95
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96
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4,298
97
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2,178
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98
$356K 0.03%
4,078
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99
$352K 0.03%
2,411
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100
$330K 0.02%
2,232
+21
2 3
4
5 6