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
$2.45B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$49.9M
2
+$7.98M
3
+$6.57M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.69M
5
GXO icon
GXO Logistics
GXO
+$4.38M

Top Sells

1
+$45.5M
2
+$6.79M
3
+$3.76M
4
DE icon
Deere & Co
DE
+$2.8M
5
WLK icon
Westlake Corp
WLK
+$2.01M

Sector Composition

1 Technology 18.62%
2 Financials 16.69%
3 Industrials 15.3%
4 Healthcare 14.11%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$238K 0.01%
3,534
127
$238K 0.01%
+397
128
$231K 0.01%
+5,057
129
$223K 0.01%
+15,824
130
$222K 0.01%
+864
131
$216K 0.01%
+2,134
132
$214K 0.01%
+1,472
133
$207K 0.01%
+1,762
134
$200K 0.01%
+1,899
135
– –
-1,184
136
– –
-1,284
137
– –
-3,522
2 3 4 5
6