NAMP

NorthStar Asset Management (Pennsylvania) Portfolio holdings

AUM $471M
1-Year Est. Return 17.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1 +$236K
2 +$219K
3 +$209K
4
VAW icon
Vanguard Materials ETF
VAW
+$205K
5
DOW icon
Dow Inc
DOW
+$199K

Top Sells

1 +$481K
2 +$312K
3 +$234K
4
CRWD icon
CrowdStrike
CRWD
+$233K
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$158K

Sector Composition

1 Technology 15.41%
2 Healthcare 14.06%
3 Industrials 6.26%
4 Financials 5.45%
5 Consumer Staples 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$204K 0.06%
+1,500
127
$160K 0.05%
10,600
128
$16.9K 0.01%
15,000