NPT

Nixon Peabody Trust Portfolio holdings

AUM $1.37B
1-Year Est. Return 19.45%
This Quarter Est. Return
1 Year Est. Return
+19.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$366K
2 +$230K
3 +$216K
4
BAC icon
Bank of America
BAC
+$39.6K
5
AMZN icon
Amazon
AMZN
+$31.4K

Top Sells

1 +$431K
2 +$294K
3 +$273K
4
MRK icon
Merck
MRK
+$242K
5
T icon
AT&T
T
+$219K

Sector Composition

1 Technology 17.05%
2 Financials 14.41%
3 Healthcare 13.29%
4 Communication Services 9.94%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$216K 0.11%
+655
77
$181K 0.09%
6,250
78
-7,658