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
$851M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$15.9M
3 +$5.5M
4
TTC icon
Toro Company
TTC
+$2.27M
5
DINO icon
HF Sinclair
DINO
+$1.5M

Top Sells

1 +$13.5M
2 +$4.57M
3 +$4.21M
4
WBA
Walgreens Boots Alliance
WBA
+$3.69M
5
DFS
Discover Financial Services
DFS
+$3.35M

Sector Composition

1 Technology 20.81%
2 Healthcare 15.91%
3 Consumer Discretionary 13.49%
4 Financials 13.2%
5 Industrials 13.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-9,300
202
-3,750
203
0