NB

Northwest Bancshares Portfolio holdings

AUM $574M
1-Year Est. Return 10.64%
This Quarter Est. Return
1 Year Est. Return
+10.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$634M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$6.93M
2 +$6.44M
3 +$4.91M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.76M
5
XOM icon
Exxon Mobil
XOM
+$2.13M

Top Sells

1 +$5.07M
2 +$725K
3 +$684K
4
AMAT icon
Applied Materials
AMAT
+$633K
5
LRCX icon
Lam Research
LRCX
+$514K

Sector Composition

1 Technology 14.2%
2 Financials 8.47%
3 Industrials 7.49%
4 Consumer Discretionary 7.08%
5 Healthcare 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$200K 0.03%
5,186
-325
202
$101K 0.02%
28,451
203
-3,380
204
-1,518