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
$1.65B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$27.5M
3
+$25.4M
4
SCHW icon
Charles Schwab
SCHW
+$18.6M
5
KMI icon
Kinder Morgan
KMI
+$17.6M

Top Sells

1
+$49.8M
2
+$32.7M
3
+$15M
4
MSFT icon
Microsoft
MSFT
+$5.39M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$806K

Sector Composition

1 Technology 19.85%
2 Financials 15.24%
3 Industrials 13.92%
4 Healthcare 8.9%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.81M 0.11%
13,217
-35
77
$1.62M 0.1%
11,775
+2,016
78
$1.47M 0.09%
10,594
79
$1.47M 0.09%
7,043
-7
80
$1.46M 0.09%
11,527
+4,200
81
$1.42M 0.09%
23,180
+260
82
$1.4M 0.09%
16,120
+420
83
$1.36M 0.08%
+7,217
84
$1.29M 0.08%
23,680
-98
85
$1.2M 0.07%
19,640
86
$1.16M 0.07%
4,251
+48
87
$1.16M 0.07%
245,713
-5,700
88
$1.01M 0.06%
13,355
+1,827
89
$938K 0.06%
+7,227
90
$901K 0.05%
7,618
-25
91
$822K 0.05%
20,099
+1,107
92
$761K 0.05%
9,391
+44
93
$736K 0.04%
13,308
+600
94
$704K 0.04%
+20,188
95
$703K 0.04%
9,562
+1
96
$696K 0.04%
5,339
-73
97
$694K 0.04%
36,798
+1,845
98
$674K 0.04%
4,056
-1,300
99
$671K 0.04%
5,261
+2
100
$669K 0.04%
2,463
+100
2 3
4
5 6