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
$1.27B
AUM Growth
+$96.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$5.85M
3
+$4.85M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.12M
5
BP icon
BP
BP
+$2.83M

Top Sells

1
+$10M
2
+$1.99M
3
+$1.84M
4
KMI icon
Kinder Morgan
KMI
+$1.29M
5
BA icon
Boeing
BA
+$802K

Sector Composition

1 Technology 25.06%
2 Financials 15.52%
3 Industrials 15.13%
4 Healthcare 8.1%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$74K 0.01%
2,500
127
$73K 0.01%
5,625
128
– –
-2,821
129
– –
-6,385
130
– –
-4,450
131
– –
-11,370
132
– –
-2,276
2 3 4 5
6