NPIT
National Penn Investors Trust Portfolio holdings
AUM
$859M
1-Year Return
0.11%
This Quarter Return
+3%
1 Year Return
-0.11%
3 Year Return
+40.94%
5 Year Return
–
10 Year Return
–
AUM
$782M
AUM Growth
–
Cap. Flow
+$781M
Cap. Flow
% of AUM
99.94%
Top 10 Holdings %
Top 10 Hldgs %
25.39%
Holding
210
New
209
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
+$24M |
| 2 |
Exxon Mobil
XOM
|
+$21.8M |
| 3 |
IBM
IBM
|
+$21.5M |
| 4 |
McKesson
MCK
|
+$20.3M |
| 5 |
VF Corp
VFC
|
+$19.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Healthcare | 15.83% |
| 3 | Financials | 13.62% |
| 4 | Consumer Discretionary | 13.52% |
| 5 | Industrials | 11.38% |
