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
$800M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$3.75M
3
+$2.06M
4
AMGN icon
Amgen
AMGN
+$1.71M
5
T icon
AT&T
T
+$1.7M

Top Sells

1
+$11.2M
2
+$4.4M
3
+$2.23M
4
VTRS icon
Viatris
VTRS
+$1.45M
5
HON icon
Honeywell
HON
+$877K

Sector Composition

1 Technology 18.68%
2 Industrials 17.81%
3 Financials 15.26%
4 Communication Services 8.23%
5 Healthcare 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,874
102
– –
-2,079
103
– –
-24,413
104
– –
-4,661
105
– –
-37,748
106
– –
-38,515
107
– –
-4,290
1 2 3 4
5