NAM
Nichols Asset Management Portfolio holdings
AUM
$51M
This Quarter Return
+2.1%
1 Year Return
+5.34%
3 Year Return
+43.83%
5 Year Return
–
10 Year Return
–
AUM
$561M
AUM Growth
+$561M
(-1.9%)
Cap. Flow
-$3.86M
Cap. Flow
% of AUM
-0.69%
Top 10 Holdings %
Top 10 Hldgs %
19.68%
Holding
138
New
9
Increased
40
Reduced
15
Closed
11
Top Buys
| 1 |
Boot Barn
BOOT
|
$10.3M |
| 2 |
EPAY
Bottomline Technologies Inc
EPAY
|
$9.5M |
| 3 |
LiveRamp
RAMP
|
$9.35M |
| 4 |
Advanced Micro Devices
AMD
|
$9.11M |
| 5 |
OneSpan
OSPN
|
$8.98M |
Top Sells
| 1 |
Jack in the Box
JACK
|
$9.76M |
| 2 |
AKRX
Akorn, Inc.
AKRX
|
$8.71M |
| 3 |
TYPE
Monotype Imaging Holdings Inc.
TYPE
|
$8.5M |
| 4 |
NMBL
Nimble Storage, Inc.
NMBL
|
$8.49M |
| 5 |
Dorman Products
DORM
|
$8.39M |
Sector Composition
| 1 | Healthcare | 24.6% |
| 2 | Technology | 21.27% |
| 3 | Industrials | 12.1% |
| 4 | Consumer Discretionary | 10.96% |
| 5 | Financials | 6.51% |
