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
$2.45B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$49.9M
2
+$7.98M
3
+$6.57M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.69M
5
GXO icon
GXO Logistics
GXO
+$4.38M

Top Sells

1
+$45.5M
2
+$6.79M
3
+$3.76M
4
DE icon
Deere & Co
DE
+$2.8M
5
WLK icon
Westlake Corp
WLK
+$2.01M

Sector Composition

1 Technology 18.62%
2 Financials 16.69%
3 Industrials 15.3%
4 Healthcare 14.11%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$521K 0.02%
3,527
102
$510K 0.02%
3,618
-150
103
$509K 0.02%
+5,377
104
$485K 0.02%
3,198
105
$478K 0.02%
15,428
+47
106
$465K 0.02%
1,500
107
$461K 0.02%
9,000
108
$455K 0.02%
+9,735
109
$428K 0.02%
6,726
+4
110
$427K 0.02%
1,228
+7
111
$422K 0.02%
1,603
+237
112
$417K 0.02%
3,773
-202
113
$404K 0.02%
2,701
114
$404K 0.02%
1,917
+2
115
$366K 0.01%
1,707
116
$331K 0.01%
1,000
117
$328K 0.01%
5,345
-3,765
118
$289K 0.01%
1,944
119
$283K 0.01%
+6,287
120
$280K 0.01%
1,375
121
$275K 0.01%
+7,259
122
$264K 0.01%
3,479
-638
123
$262K 0.01%
1,934
124
$244K 0.01%
+3,064
125
$241K 0.01%
1,383
2 3 4
5
6