NPPM

North Point Portfolio Managers Portfolio holdings

AUM $605M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$536M
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$3.53M
3
+$36.7K

Top Sells

1
+$7.57M
2
+$6.15M
3
+$2.82M
4
META icon
Meta Platforms (Facebook)
META
+$1.42M
5
ATKR icon
Atkore
ATKR
+$1.31M

Sector Composition

1 Technology 28.11%
2 Healthcare 17.83%
3 Consumer Discretionary 13.32%
4 Financials 11.65%
5 Consumer Staples 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,500
1 2 3
4