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
$3.05B
AUM Growth
+$382M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$21.9M
3
+$18.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$18M

Top Sells

1
+$39.7M
2
+$39.6M
3
+$16M
4
DHR icon
Danaher
DHR
+$7.29M
5
LRCX icon
Lam Research
LRCX
+$5.62M

Sector Composition

1 Technology 26.5%
2 Financials 16.55%
3 Industrials 12.08%
4 Healthcare 11.74%
5 Consumer Discretionary 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$522K 0.02%
9,936
+129
102
$503K 0.02%
1,696
+11
103
$485K 0.02%
5,173
+10
104
$467K 0.02%
+888
105
$460K 0.02%
15,988
-240
106
$451K 0.01%
948
107
$439K 0.01%
1,449
+49
108
$439K 0.01%
1,948
+4
109
$429K 0.01%
5,388
+100
110
$417K 0.01%
3,650
+20
111
$381K 0.01%
3,518
+899
112
$342K 0.01%
4,749
+35
113
$329K 0.01%
872
114
$320K 0.01%
1,375
115
$302K 0.01%
1,383
-10
116
$294K 0.01%
11,600
117
$290K 0.01%
1,403
+3
118
$285K 0.01%
4,831
+75
119
$279K 0.01%
3,475
+20
120
$248K 0.01%
1,514
-260
121
$244K 0.01%
+2,458
122
$230K 0.01%
2,444
+10
123
$230K 0.01%
1,322
-72
124
$226K 0.01%
6,004
-1,780
125
$217K 0.01%
+4,299
2 3 4
5
6