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
$2.46B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$16M
3
+$10.7M
4
MATW icon
Matthews International
MATW
+$7.7M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6M

Top Sells

1
+$35.8M
2
+$7.79M
3
+$7.53M
4
T icon
AT&T
T
+$6.56M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$5.82M

Sector Composition

1 Technology 19.73%
2 Financials 16.99%
3 Healthcare 10.39%
4 Industrials 10.17%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$300K 0.01%
2,104
-14
152
$293K 0.01%
1,081
+231
153
$290K 0.01%
+4,320
154
$288K 0.01%
+2,734
155
$278K 0.01%
2,892
-22
156
$278K 0.01%
1,383
157
$276K 0.01%
+16,150
158
$271K 0.01%
+2,739
159
$270K 0.01%
+8,226
160
$267K 0.01%
+8,537
161
$261K 0.01%
+1,687
162
$259K 0.01%
+1,757
163
$245K 0.01%
+3,000
164
$238K 0.01%
+7,515
165
$233K 0.01%
+4,881
166
$230K 0.01%
975
+8
167
$229K 0.01%
+46
168
$225K 0.01%
+4,720
169
$225K 0.01%
+1,356
170
$221K 0.01%
+1,201
171
$219K 0.01%
+1,484
172
$216K 0.01%
+6,734
173
$215K 0.01%
1,869
-131
174
$210K 0.01%
+596
175
$166K 0.01%
+12,187
4 5 6
7
8