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
$3.05B
AUM Growth
+$382M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$21.9M
3
+$18.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18M

Top Sells

1
+$39.7M
2
+$39.6M
3
+$16M
4
DHR icon
Danaher
DHR
+$7.29M
5
LRCX icon
Lam Research
LRCX
+$5.62M

Sector Composition

1 Technology 26.5%
2 Financials 16.55%
3 Industrials 12.08%
4 Healthcare 11.74%
5 Consumer Discretionary 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.23M 0.04%
3,545
-296
77
$1.19M 0.04%
+48,116
78
$1.09M 0.04%
3,674
-79
79
$1.08M 0.04%
7,390
-607
80
$1.08M 0.04%
4,149
+698
81
$1.04M 0.03%
3,345
-40
82
$1.02M 0.03%
12,316
+27
83
$1.02M 0.03%
2,331
+17
84
$1.01M 0.03%
1,621
+297
85
$1.01M 0.03%
6,442
-235
86
$924K 0.03%
8,783
-1,653
87
$853K 0.03%
15,380
+4,505
88
$836K 0.03%
9,000
89
$796K 0.03%
+33,712
90
$783K 0.03%
4,612
-73
91
$751K 0.02%
4,847
+9
92
$692K 0.02%
1,956
+46
93
$690K 0.02%
1,184
+123
94
$639K 0.02%
4,275
+226
95
$605K 0.02%
3,231
-162
96
$593K 0.02%
2,321
+326
97
$584K 0.02%
3,353
+40
98
$536K 0.02%
2,203
+889
99
$525K 0.02%
1,231
+7
100
$524K 0.02%
3,226
+1,182
2 3
4
5 6