NAM

Nichols Asset Management Portfolio holdings

AUM $51M
1-Year Est. Return 5.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$53.5M
AUM Growth
+$4.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$1.52M
3 +$244K
4
QCOM icon
Qualcomm
QCOM
+$219K
5
AAPL icon
Apple
AAPL
+$206K

Top Sells

1 +$712K
2 +$206K
3 +$29.9K

Sector Composition

1 Healthcare 14.82%
2 Consumer Staples 7.18%
3 Technology 7.14%
4 Industrials 6.55%
5 Financials 5.73%