NAM
Nichols Asset Management Portfolio holdings
AUM
$51M
1-Year Return
5.34%
This Quarter Return
+3.08%
1 Year Return
+5.34%
3 Year Return
+43.83%
5 Year Return
–
10 Year Return
–
AUM
$49.2M
AUM Growth
-$404M
(-89%)
Cap. Flow
-$406M
Cap. Flow
% of AUM
-824.19%
Top 10 Holdings %
Top 10 Hldgs %
44.49%
Holding
117
New
5
Increased
4
Reduced
6
Closed
48
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$976K |
| 2 |
WPP
WPP
|
$500K |
| 3 |
Prudential
PUK
|
$470K |
| 4 |
J.M. Smucker
SJM
|
$229K |
| 5 |
CVS Health
CVS
|
$40.7K |
Top Sells
| 1 |
ABMD
Abiomed Inc
ABMD
|
$13.3M |
| 2 |
CRAY
Cray, Inc.
CRAY
|
$12.5M |
| 3 |
Monolithic Power Systems
MPWR
|
$12.2M |
| 4 |
Littelfuse
LFUS
|
$12M |
| 5 |
Prestige Consumer Healthcare
PBH
|
$11.5M |
Sector Composition
| 1 | Healthcare | 15.35% |
| 2 | Consumer Staples | 8.51% |
| 3 | Technology | 7.55% |
| 4 | Industrials | 7.13% |
| 5 | Financials | 5.83% |