FPCG
Fort Pitt Capital Group Portfolio holdings
AUM
$3.55B
1-Year Return
34.86%
This Quarter Return
+7.12%
1 Year Return
+34.86%
3 Year Return
+42.08%
5 Year Return
+101.01%
10 Year Return
+259.98%
AUM
$2.6B
AUM Growth
+$146M
(+6%)
Cap. Flow
+$14.3M
Cap. Flow
% of AUM
0.55%
Top 10 Holdings %
Top 10 Hldgs %
34.28%
Holding
142
New
8
Increased
46
Reduced
58
Closed
22
Top Buys
| 1 |
Devon Energy
DVN
|
$56.2M |
| 2 |
Lam Research
LRCX
|
$14.2M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$13.6M |
| 4 |
Digital Realty Trust
DLR
|
$8.58M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$7.08M |
Top Sells
| 1 |
Medtronic
MDT
|
$48M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$8.48M |
| 3 |
Westlake Corp
WLK
|
$7.4M |
| 4 |
Parker-Hannifin
PH
|
$6.52M |
| 5 |
Texas Instruments
TXN
|
$6.15M |
Sector Composition
| 1 | Technology | 22% |
| 2 | Financials | 14.86% |
| 3 | Industrials | 14.85% |
| 4 | Healthcare | 11.38% |
| 5 | Consumer Discretionary | 7.57% |
