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
$2.77B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$12.5M
3
+$10.5M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$9.52M
5
DIS icon
Walt Disney
DIS
+$8.45M

Top Sells

1
+$33.5M
2
+$15.7M
3
+$11.6M
4
CTSH icon
Cognizant
CTSH
+$7.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.38M

Sector Composition

1 Technology 21.04%
2 Financials 15.56%
3 Healthcare 11.37%
4 Industrials 10.92%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.47M 0.05%
3,692
-56
77
$1.45M 0.05%
3,312
-400
78
$1.41M 0.05%
23,067
+1,748
79
$1.4M 0.05%
6,778
-20
80
$1.27M 0.05%
16,193
+6,091
81
$1.25M 0.05%
1,936
+182
82
$1.11M 0.04%
3,466
83
$1.03M 0.04%
15,460
+7,940
84
$991K 0.04%
13,303
-1,277
85
$957K 0.03%
+15,995
86
$952K 0.03%
3,185
-423
87
$928K 0.03%
12,807
+8,108
88
$916K 0.03%
10,731
+2
89
$891K 0.03%
6,192
+732
90
$814K 0.03%
5,478
+67
91
$807K 0.03%
29,946
+10,640
92
$786K 0.03%
3,629
+601
93
$778K 0.03%
+7,419
94
$773K 0.03%
28,851
+15,822
95
$771K 0.03%
13,620
+1,575
96
$705K 0.03%
6,290
-610
97
$700K 0.03%
4,760
98
$679K 0.02%
4,153
+300
99
$673K 0.02%
+13,834
100
$671K 0.02%
4,201
-500
2 3
4
5 6