NPPM
North Point Portfolio Managers Portfolio holdings
AUM
$583M
This Quarter Return
+8.19%
1 Year Return
+14.47%
3 Year Return
+69.16%
5 Year Return
+104.54%
10 Year Return
+264.68%
AUM
$583M
AUM Growth
+$583M
(+2.2%)
Cap. Flow
-$14M
Cap. Flow
% of AUM
-2.4%
Top 10 Holdings %
Top 10 Hldgs %
38.55%
Holding
77
New
6
Increased
3
Reduced
39
Closed
5
Top Buys
1 |
Arista Networks
ANET
|
$11.5M |
2 |
Synopsys
SNPS
|
$6.48M |
3 |
ASML
ASML
|
$2.45M |
4 |
Emerson Electric
EMR
|
$237K |
5 |
iShares Russell 1000 Growth ETF
IWF
|
$220K |
Top Sells
1 |
UFP Industries
UFPI
|
$12.3M |
2 |
ASGN Inc
ASGN
|
$7.8M |
3 |
Amphenol
APH
|
$6.98M |
4 |
Visa
V
|
$478K |
5 |
ANSS
Ansys
ANSS
|
$462K |
Sector Composition
1 | Technology | 35% |
2 | Financials | 15.06% |
3 | Consumer Discretionary | 13.09% |
4 | Healthcare | 9.64% |
5 | Consumer Staples | 8.3% |