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
$845M
AUM Growth
-$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.96M
3
+$1.66M
4
CXT icon
Crane NXT
CXT
+$1.57M
5
M icon
Macy's
M
+$1.47M

Top Sells

1
+$5.49M
2
+$5.41M
3
+$3.65M
4
AFG icon
American Financial Group
AFG
+$3.56M
5
CRL icon
Charles River Laboratories
CRL
+$2.75M

Sector Composition

1 Technology 20.03%
2 Healthcare 16.33%
3 Consumer Discretionary 14.21%
4 Financials 14.06%
5 Industrials 12.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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