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FPCG

Fort Pitt Capital Group Portfolio holdings

AUM $3.55B
1-Year Est. Return 34.86%
This Fund
S&P 500
This Quarter Est. Return
-8.44%
1 Year Est. Return
+34.86%
3 Year Est. Return
+42.07%
5 Year Est. Return
+100.99%
10 Year Est. Return
+259.94%
AUM
$743M
AUM Growth
-$57.5M
Cap. Flow
+$17.2M
Cap. Flow %
2.32%
Top 10 Hldgs %
37.67%
Holding
104
New
3
Increased
32
Reduced
46
Closed
8

Top Buys

1
AGN
Allergan plc
AGN
+$11.4M
2
ABT icon
Abbott
ABT
+$6.69M
3
ROK icon
Rockwell Automation
ROK
+$5.12M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$4.7M
5
VFC icon
VF Corp
VFC
+$3.99M

Top Sells

1
JOY
Joy Global Inc
JOY
+$4.99M
2
HSP
HOSPIRA INC
HSP
+$4.76M
3
HON icon
Honeywell
HON
+$3.25M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$409K
5
BAX icon
Baxter International
BAX
+$294K

Sector Composition

1 Technology 19.32%
2 Industrials 17.2%
3 Financials 15.71%
4 Healthcare 9.07%
5 Communication Services 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JOY
101
DELISTED
Joy Global Inc
JOY
– –
-137,889
Closed -$4.99M
HSP
102
DELISTED
HOSPIRA INC
HSP
– –
-53,695
Closed -$4.76M
1 2 3 4
5

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