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
$784M
AUM Growth
+$783M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$33M
3
+$32.3M
4
T icon
AT&T
T
+$30.8M
5
MSFT icon
Microsoft
MSFT
+$30.4M

Top Sells

1
+$6.77K
2
+$545
3
+$419
4
QQQ icon
Invesco QQQ Trust
QQQ
+$277
5
GSK icon
GSK
GSK
+$259

Sector Composition

1 Industrials 17.43%
2 Technology 16.11%
3 Financials 15.13%
4 Healthcare 9.25%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$203K 0.03%
+2,209
102
$79K 0.01%
5,000
+4,995
103
– –
-1
104
– –
-2
105
– –
-9
106
– –
-2
107
– –
-195
108
– –
-4
109
– –
-3
110
– –
-4
111
– –
-4
112
– –
-5
113
– –
-3
1 2 3 4
5