NPIT

National Penn Investors Trust Portfolio holdings

AUM $859M
1-Year Est. Return 0.11%
This Quarter Est. Return
1 Year Est. Return
-0.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$782M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$24M
2 +$21.8M
3 +$21.5M
4
MCK icon
McKesson
MCK
+$20.3M
5
VFC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$205K 0.03%
+4,255
202
$202K 0.03%
+9,920
203
$201K 0.03%
+8,088
204
$195K 0.02%
+11,805
205
$181K 0.02%
+21,505
206
$135K 0.02%
+13,347
207
$129K 0.02%
+11,910
208
$95K 0.01%
+1,566