NPC

National Planning Corporation Portfolio holdings

AUM $726K
1-Year Est. Return 14.28%
This Quarter Est. Return
1 Year Est. Return
+14.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,855
New
Increased
Reduced
Closed

Top Buys

1 +$18.1M
2 +$16.5M
3 +$13.6M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$12.1M
5
KMI icon
Kinder Morgan
KMI
+$4.96M

Top Sells

1 +$14.4M
2 +$14.1M
3 +$13M
4
VER
VEREIT, Inc.
VER
+$12.9M
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$4.73M

Sector Composition

1 Energy 6.09%
2 Healthcare 4.94%
3 Consumer Staples 4.11%
4 Technology 4.03%
5 Financials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$11.3K ﹤0.01%
+432
1977
$11.3K ﹤0.01%
+344
1978
$11.3K ﹤0.01%
+450
1979
$11.3K ﹤0.01%
+673
1980
$11.3K ﹤0.01%
+512
1981
$11.3K ﹤0.01%
+2,107
1982
$11.2K ﹤0.01%
+107
1983
$11.2K ﹤0.01%
+316
1984
$11.2K ﹤0.01%
+298
1985
$11.2K ﹤0.01%
+214
1986
$11.1K ﹤0.01%
+530
1987
$11.1K ﹤0.01%
+239
1988
$11.1K ﹤0.01%
+22
1989
$11.1K ﹤0.01%
+576
1990
$11.1K ﹤0.01%
+195
1991
$11.1K ﹤0.01%
+151
1992
$11K ﹤0.01%
+525
1993
$11K ﹤0.01%
+311
1994
$11K ﹤0.01%
+230
1995
$11K ﹤0.01%
+388
1996
$10.9K ﹤0.01%
+800
1997
$10.9K ﹤0.01%
+220
1998
$10.9K ﹤0.01%
+920
1999
$10.9K ﹤0.01%
+971
2000
$10.9K ﹤0.01%
+298