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
$1.37B
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$14.5M
3
+$13.2M
4
WAB icon
Wabtec
WAB
+$10.3M
5
KMI icon
Kinder Morgan
KMI
+$8.65M

Top Sells

1
+$9.77M
2
+$6.85M
3
+$6.08M
4
MSFT icon
Microsoft
MSFT
+$4.75M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.99M

Sector Composition

1 Technology 22.34%
2 Industrials 14.72%
3 Financials 14.62%
4 Consumer Discretionary 9.26%
5 Healthcare 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$875K 0.06%
+5,356
77
$823K 0.06%
19,459
+13,509
78
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5,412
-155
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9,347
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80
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81
$685K 0.05%
9,561
+2
82
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83
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34,953
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84
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88
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11,979
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89
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93
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95
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13,715
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96
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13,034
-1,000
97
$345K 0.03%
2,345
98
$339K 0.02%
1,952
-170
99
$334K 0.02%
4,853
100
$331K 0.02%
5,620
2 3
4
5 6