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
$2.4B
AUM Growth
-$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$15.6M
3
+$9.4M
4
COHR icon
Coherent
COHR
+$7.02M
5
KMI icon
Kinder Morgan
KMI
+$6.54M

Top Sells

1
+$22.7M
2
+$19.9M
3
+$16M
4
BX icon
Blackstone
BX
+$13.6M
5
MATW icon
Matthews International
MATW
+$7.7M

Sector Composition

1 Technology 19.97%
2 Financials 16.55%
3 Healthcare 11.57%
4 Industrials 9.89%
5 Consumer Discretionary 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$229K 0.01%
967
-8
127
$225K 0.01%
1,991
+122
128
$216K 0.01%
1,484
129
$211K 0.01%
1,933
-841
130
$209K 0.01%
3,429
-2,304
131
$202K 0.01%
3,064
-4,721
132
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133
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134
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135
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136
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137
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-6,734
138
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139
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140
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141
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142
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144
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145
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146
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147
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4 5
6
7 8