Equal-WT
WhaleScore 2.0
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Fort Pitt Capital Group is based out of Pittsburgh. Fort Pitt Capital Group is a large advisory firm with 3244 clients and discretionary assets under management (AUM) of $4,295,054,436 (Form ADV from 2024-01-30). Their last reported 13F filing for Q4 2023 included $3,047,944,030 in managed 13F securities
and a top 10 holdings concentration of 37.88%. Fort Pitt Capital Group's largest holding is Schwab U.S. Large-Cap Growth ETF- with shares held of 1,968,100. Whalewisdom has at least 95 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
TMO Thermo Fisher Scient | 0.76% |
RSP Invesco S&P 500 Equa | 0.62% |
VTI VANGUARD TOTAL STOCK | 0.59% |
LOW Lowes Companies, Inc | 0.55% |
SCHZ Schwab U.S. Aggregat | 0.44% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
KMB Kimberly-Clark Corp. | 1.57% |
HON Honeywell Internatio | 1.32% |
BMY Bristol-Myers Squibb | 1% |
AJG Arthur J. Gallagher | 0.57% |
DHR Danaher Corp. | 0.4% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
SCHG Schwab U.S. Large-Ca | 5.36% |
AMD Advanced Micro Devic | 4.71% |
TMO Thermo Fisher Scient | 4.19% |
MSFT Microsoft Corp. | 3.87% |
AJG Arthur J. Gallagher | 3.61% |
2023-12-31
13F Activity
Market Value | $3.05b, Prior: $2.67b |
New Purchases | 9 stocks |
Added To | 71 stocks |
Sold out of | 4 stocks |
Reduced holdings in | 41 stocks |
Top 10 Holdings % | 37.88% |
Turnover %[1] | 10.24% |
Turnover Alt %[2] | 3.94% |
Time Held Top 20 | 10.95 quarters |
Time Held Top 10 | 9.9 quarters |
Time Held All | 28.91 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31