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
$1.65B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$27.5M
3
+$25.4M
4
SCHW icon
Charles Schwab
SCHW
+$18.6M
5
KMI icon
Kinder Morgan
KMI
+$17.6M

Top Sells

1
+$49.8M
2
+$32.7M
3
+$15M
4
MSFT icon
Microsoft
MSFT
+$5.39M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$806K

Sector Composition

1 Technology 19.85%
2 Financials 15.24%
3 Industrials 13.92%
4 Healthcare 8.9%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$621K 0.04%
12,318
+1,838
102
$587K 0.04%
15,195
-320
103
$557K 0.03%
+3,593
104
$551K 0.03%
4,294
+790
105
$517K 0.03%
17,000
106
$496K 0.03%
3,875
+45
107
$452K 0.03%
4,049
108
$432K 0.03%
99,280
-440
109
$424K 0.03%
1,977
-329
110
$395K 0.02%
+14,662
111
$385K 0.02%
+2,283
112
$382K 0.02%
13,362
+328
113
$369K 0.02%
2,146
+194
114
$367K 0.02%
8,977
+1,550
115
$364K 0.02%
2,252
-93
116
$357K 0.02%
6,377
+834
117
$353K 0.02%
8,605
-3,374
118
$351K 0.02%
+900
119
$349K 0.02%
5,620
120
$337K 0.02%
4,579
-274
121
$328K 0.02%
+3,758
122
$325K 0.02%
+2,000
123
$316K 0.02%
7,002
-12,457
124
$312K 0.02%
2,121
-30
125
$311K 0.02%
+1,890
3 4
5
6 7