NAM
Nichols Asset Management Portfolio holdings
AUM
$51M
This Quarter Return
+7.47%
1 Year Return
+5.34%
3 Year Return
+43.83%
5 Year Return
–
10 Year Return
–
AUM
$459M
AUM Growth
+$459M
(+2.6%)
Cap. Flow
-$2.59M
Cap. Flow
% of AUM
-0.56%
Top 10 Holdings %
Top 10 Hldgs %
24.61%
Holding
125
New
7
Increased
10
Reduced
44
Closed
12
Top Buys
| 1 |
MESG
XURA INC COM (DE)
MESG
|
$9.34M |
| 2 |
Boyd Gaming
BYD
|
$9.31M |
| 3 |
Bright Horizons
BFAM
|
$9.11M |
| 4 |
Albany International
AIN
|
$8.46M |
| 5 |
HPY
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
|
$7.18M |
Top Sells
| 1 |
RKUS
RUCKUS WIRELESS INC COM STK (DE)
RKUS
|
$8.9M |
| 2 |
Dine Brands
DIN
|
$8.86M |
| 3 |
Flotek Industries
FTK
|
$8.8M |
| 4 |
Apogee Enterprises
APOG
|
$7.83M |
| 5 |
Omnicell
OMCL
|
$7.27M |
Sector Composition
| 1 | Healthcare | 25.45% |
| 2 | Technology | 20.52% |
| 3 | Consumer Discretionary | 13.04% |
| 4 | Industrials | 11.57% |
| 5 | Financials | 6.48% |
