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Penn Series Moderately Aggressive Allocation FundMutual Fund | |
Penn Series Moderately Aggressive Allocation Fund | |
Last update 2025-06-20 | 16 Stocks (1 new) |
Value $131.00 Mil | Turnover 22 % |
Penn Series Moderately Aggress... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DDWM |
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
| 1,713,502 | 28,649.8 | New Holding | 21.870 | +21.87% | 10.880 | +8.07% | +16.49% | 704.9 | ||
DDWM |
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
| 159,990 | 17,063.0 | 0% | 13.020 | 0% | 1.020 | +8.07% | +16.49% | 704.9 | ||
DDWM |
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
| 301,176 | 13,080.1 | 0% | 9.980 | 0% | 1.910 | +8.07% | +16.49% | 704.9 | ||
DDWM |
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
| 223,111 | 11,575.0 | 0% | 8.830 | 0% | 1.420 | +8.07% | +16.49% | 704.9 | ||
DDWM |
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
| 280,532 | 9,625.1 | 0% | 7.350 | 0% | 1.780 | +8.07% | +16.49% | 704.9 | ||
DDWM |
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
| 246,996 | 9,605.7 | 0% | 7.330 | 0% | 1.570 | +8.07% | +16.49% | 704.9 | ||
DDWM |
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
| 224,691 | 7,677.7 | 0% | 5.860 | 0% | 1.430 | +8.07% | +16.49% | 704.9 | ||
DDWM |
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
| 162,930 | 5,655.3 | 0% | 4.320 | 0% | 1.030 | +8.07% | +16.49% | 704.9 | ||
DDWM |
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
| 177,542 | 5,615.7 | 0% | 4.290 | 0% | 1.130 | +8.07% | +16.49% | 704.9 | ||
DDWM |
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
| 517,005 | 5,542.3 | 0% | 4.230 | 0% | 3.280 | +8.07% | +16.49% | 704.9 |
Penn Series Moderately Aggressive Allocation Fund's Historical Top Holdings Breakdowns
Penn Series Moderately Aggressive Allocation Fund's Top Stock Picks
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Ticker |
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DDWM |
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
DDWM |
WisdomTree Dynamic International Equity Fund
WisdomTree Dynamic International Equity Fund
| 2025-03-31 | New Buy New Buy | +21.87% | 34.25 ($36.14) 37.6 | $40.05 | 10.82% | New holding | 1,713,502 | 1,713,502 |
Penn Series Moderately Aggressive Allocation Fund Total Holding History ($B)
Penn Series Moderately Aggressive Allocation Fund's Asset Allocation
Penn Series Moderately Aggressive Allocation Fund Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Penn Series Moderately Aggressive Allocation Fund's Hypothetical Growth since 2025-03-31
Penn Series Moderately Aggressive Allocation Fund's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Penn Series Moderately Aggressive Allocation Fund's Holdings Heat Map
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Penn Series Moderately Aggressive Allocation Fund's Holdings Bubble Chart
Penn Series Moderately Aggressive Allocation Fund News
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