NPIT

National Penn Investors Trust Portfolio holdings

AUM $859M
1-Year Est. Return 0.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-0.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$930M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.88M
3
+$3.75M
4
NPBC
NATL PENN BANCSHARES INC
NPBC
+$3.64M
5
CHRW icon
C.H. Robinson
CHRW
+$3.38M

Top Sells

1
+$12M
2
+$7.63M
3
+$5M
4
UTHR icon
United Therapeutics
UTHR
+$3.79M
5
XOM icon
Exxon Mobil
XOM
+$3.57M

Sector Composition

1 Technology 18.62%
2 Healthcare 16.34%
3 Consumer Discretionary 16.33%
4 Financials 14.35%
5 Industrials 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-28,766
227
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-248,635
228
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-79,039
229
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-1,981
230
– –
-55,991
231
– –
-1,566
232
– –
-16,125
233
– –
-38,654
6 7 8 9
10