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
$436M
AUM Growth
-$75.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1 +$453K
2 +$217K
3 +$205K
4
ADP icon
Automatic Data Processing
ADP
+$205K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$148K

Top Sells

1 +$211K
2 +$187K
3 +$150K
4
ADBE icon
Adobe
ADBE
+$145K
5
AMT icon
American Tower
AMT
+$143K

Sector Composition

1 Technology 19.66%
2 Healthcare 9.01%
3 Financials 5.47%
4 Industrials 5.26%
5 Consumer Staples 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,997