NAMP

NorthStar Asset Management (Pennsylvania) Portfolio holdings

AUM $435M
1-Year Est. Return 12.68%
This Quarter Est. Return
1 Year Est. Return
+12.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
-$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$772K
2 +$755K
3 +$465K
4
ANET icon
Arista Networks
ANET
+$451K
5
MTB icon
M&T Bank
MTB
+$204K

Top Sells

1 +$770K
2 +$743K
3 +$702K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$611K
5
CB icon
Chubb
CB
+$445K

Sector Composition

1 Technology 13.34%
2 Healthcare 13.2%
3 Industrials 7.2%
4 Financials 7.12%
5 Energy 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,895