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
$1.31B
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$5.71M
3
+$4.08M
4
WEN icon
Wendy's
WEN
+$4.07M
5
KMI icon
Kinder Morgan
KMI
+$3.77M

Top Sells

1
+$2.37M
2
+$2.22M
3
+$1.35M
4
GE icon
GE Aerospace
GE
+$899K
5
AMGN icon
Amgen
AMGN
+$826K

Sector Composition

1 Technology 26.91%
2 Financials 14.53%
3 Industrials 13.83%
4 Consumer Discretionary 9.16%
5 Healthcare 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$305K 0.02%
3,657
-368
102
$303K 0.02%
8,264
-320
103
$300K 0.02%
2,230
104
$296K 0.02%
1,340
105
$296K 0.02%
5,276
106
$284K 0.02%
+2,119
107
$281K 0.02%
4,064
+72
108
$280K 0.02%
4,976
109
$275K 0.02%
1,753
+324
110
$274K 0.02%
+7,000
111
$272K 0.02%
2,565
+19
112
$269K 0.02%
1,706
+181
113
$257K 0.02%
4,900
+900
114
$256K 0.02%
+1,930
115
$255K 0.02%
+3,653
116
$252K 0.02%
+1,033
117
$249K 0.02%
1,600
118
$247K 0.02%
+5,766
119
$245K 0.02%
+4,612
120
$245K 0.02%
6,733
-1,000
121
$226K 0.02%
+13,746
122
$225K 0.02%
1,225
-25
123
$223K 0.02%
7,342
124
$221K 0.02%
4,634
-3,228
125
$221K 0.02%
2,723
2 3 4
5
6