FPCG
Fort Pitt Capital Group Portfolio holdings
AUM
$3.55B
This Quarter Return
-15.52%
1 Year Return
+34.86%
3 Year Return
+42.08%
5 Year Return
+101.01%
10 Year Return
+259.98%
AUM
$2.3B
AUM Growth
+$2.3B
(-14%)
Cap. Flow
+$81.8M
Cap. Flow
% of AUM
3.55%
Top 10 Holdings %
Top 10 Hldgs %
33.82%
Holding
140
New
4
Increased
73
Reduced
35
Closed
13
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$36.8M |
| 2 |
Merck
MRK
|
$24M |
| 3 |
Deere & Co
DE
|
$7.81M |
| 4 |
Lowe's Companies
LOW
|
$7.67M |
| 5 |
GXO Logistics
GXO
|
$5.52M |
Top Sells
| 1 |
Walt Disney
DIS
|
$31.4M |
| 2 |
Bank of New York Mellon
BK
|
$17.5M |
| 3 |
Marsh & McLennan
MMC
|
$4.81M |
| 4 |
Westlake Corp
WLK
|
$4.49M |
| 5 |
RPM International
RPM
|
$4.37M |
Sector Composition
| 1 | Technology | 19.56% |
| 2 | Financials | 15.91% |
| 3 | Healthcare | 14.34% |
| 4 | Industrials | 11.7% |
| 5 | Consumer Staples | 7.35% |
