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
$1.09B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$12.9M
3
+$3.32M
4
MSFT icon
Microsoft
MSFT
+$2.96M
5
AVGO icon
Broadcom
AVGO
+$1.79M

Top Sells

1
+$5.42M
2
+$2.03M
3
+$583K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$540K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$511K

Sector Composition

1 Technology 21.47%
2 Industrials 12.61%
3 Healthcare 12.46%
4 Financials 10.46%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.8K ﹤0.01%
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