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
$1.06B
AUM Growth
-$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1 +$4.69M
2 +$3.64M
3 +$3.41M
4
VZ icon
Verizon
VZ
+$3.25M
5
T icon
AT&T
T
+$3.19M

Top Sells

1 +$30.4M
2 +$12.9M
3 +$1.46M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$809K
5
KMB icon
Kimberly-Clark
KMB
+$428K

Sector Composition

1 Technology 25.82%
2 Financials 16.26%
3 Industrials 16.2%
4 Healthcare 8.92%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$255K 0.02%
+3,635
102
$250K 0.02%
1,925
+11
103
$243K 0.02%
1,609
+38
104
$240K 0.02%
6,250
105
$239K 0.02%
1,672
106
$230K 0.02%
500
-100
107
$229K 0.02%
+3,779
108
$229K 0.02%
1,574
109
$225K 0.02%
+4,305
110
$225K 0.02%
6,248
+34
111
$211K 0.02%
1,010
112
$174K 0.02%
+4,758
113
$166K 0.02%
11,370
114
$164K 0.02%
14,735
115
$145K 0.01%
2,461
+675
116
$67K 0.01%
5,000
117
-32,850
118
-3,775
119
-1,295,754
120
-5,105