NAM

Nichols Asset Management Portfolio holdings

AUM $51M
1-Year Est. Return 5.34%
This Quarter Est. Return
1 Year Est. Return
+5.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1 +$210K
2 +$9.21K

Top Sells

1 +$466K
2 +$466K
3 +$235K
4
JCI icon
Johnson Controls International
JCI
+$210K
5
SJM icon
J.M. Smucker
SJM
+$203K

Sector Composition

1 Healthcare 12.93%
2 Technology 7.5%
3 Consumer Staples 7.09%
4 Industrials 6.75%
5 Financials 6.04%