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
126
$309K 0.02%
2,731
127
$295K 0.02%
5,276
128
$283K 0.02%
5,082
-216
129
$281K 0.02%
8,154
-310
130
$280K 0.02%
+2,571
131
$279K 0.02%
1,037
+37
132
$262K 0.02%
3,366
+43
133
$261K 0.02%
1,500
134
$261K 0.02%
+5,827
135
$256K 0.02%
1,567
136
$256K 0.02%
1,525
137
$248K 0.02%
2,881
-386
138
$242K 0.01%
1,501
139
$234K 0.01%
11,700
-2,488,280
140
$225K 0.01%
12,312
+300
141
$219K 0.01%
3,273
-228
142
$215K 0.01%
7,777
143
$212K 0.01%
+1,898
144
$208K 0.01%
+2,200
145
$208K 0.01%
+9,196
146
$207K 0.01%
+4,924
147
$200K 0.01%
+6,714
148
$134K 0.01%
+3,813
149
$69K ﹤0.01%
5,625
150
– –
-1,024
3 4 5
6
7