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
$1.27B
AUM Growth
+$96.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$5.85M
3
+$4.85M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.12M
5
BP icon
BP
BP
+$2.83M

Top Sells

1
+$10M
2
+$1.99M
3
+$1.84M
4
KMI icon
Kinder Morgan
KMI
+$1.29M
5
BA icon
Boeing
BA
+$802K

Sector Composition

1 Technology 25.06%
2 Financials 15.52%
3 Industrials 15.13%
4 Healthcare 8.1%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$302K 0.02%
2,230
+7
102
$290K 0.02%
2,333
103
$287K 0.02%
1,963
-19
104
$286K 0.02%
4,429
+300
105
$285K 0.02%
5,276
106
$285K 0.02%
4,835
+167
107
$282K 0.02%
+10,828
108
$280K 0.02%
2,455
109
$278K 0.02%
3,990
-540
110
$273K 0.02%
1,665
111
$271K 0.02%
2,387
112
$271K 0.02%
7,693
+560
113
$269K 0.02%
2,255
-249
114
$246K 0.02%
1,429
115
$243K 0.02%
2,815
-42
116
$236K 0.02%
1,525
117
$228K 0.02%
3,390
+510
118
$225K 0.02%
+1,250
119
$208K 0.02%
+679
120
$208K 0.02%
6,713
121
$208K 0.02%
4,090
122
$202K 0.02%
+3,920
123
$160K 0.01%
14,735
124
$116K 0.01%
18,010
125
$97K 0.01%
2,461
2 3 4
5
6