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
$1.38B
AUM Growth
+$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$3.71M
3
+$3.52M
4
T icon
AT&T
T
+$3.02M
5
WDC icon
Western Digital
WDC
+$2.17M

Top Sells

1
+$19M
2
+$6.03M
3
+$2.55M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.73M
5
MSFT icon
Microsoft
MSFT
+$855K

Sector Composition

1 Technology 25.87%
2 Industrials 14.79%
3 Financials 14.03%
4 Consumer Discretionary 10.13%
5 Healthcare 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$316K 0.02%
4,120
+56
102
$313K 0.02%
2,345
-100
103
$313K 0.02%
1,398
+58
104
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2,230
105
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5,276
106
$303K 0.02%
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107
$293K 0.02%
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108
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1,930
109
$286K 0.02%
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110
$276K 0.02%
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111
$275K 0.02%
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112
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6,274
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113
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1,600
114
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115
$260K 0.02%
+9,034
116
$254K 0.02%
4,612
117
$250K 0.02%
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118
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119
$248K 0.02%
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120
$248K 0.02%
1,225
121
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122
$229K 0.02%
7,342
123
$226K 0.02%
1,389
124
$224K 0.02%
4,948
+48
125
$224K 0.02%
6,000
-1,000
2 3 4
5
6