FPCG

Fort Pitt Capital Group Portfolio holdings

AUM $3.55B
1-Year Est. Return 34.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
-$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$16.4M
3
+$12.4M
4
ERIE icon
Erie Indemnity
ERIE
+$12.3M
5
BX icon
Blackstone
BX
+$9.74M

Top Sells

1
+$30.4M
2
+$11.2M
3
+$3.86M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.45M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.83M

Sector Composition

1 Technology 22.1%
2 Financials 15.68%
3 Industrials 11.82%
4 Healthcare 10.96%
5 Communication Services 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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