NPA

Nichols & Pratt Advisers Portfolio holdings

AUM $1.49B
1-Year Est. Return 9.62%
This Quarter Est. Return
1 Year Est. Return
+9.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.15M
2 +$960K
3 +$907K
4
ACN icon
Accenture
ACN
+$815K
5
VZ icon
Verizon
VZ
+$734K

Top Sells

1 +$4.4M
2 +$3.83M
3 +$1.93M
4
CL icon
Colgate-Palmolive
CL
+$1.87M
5
PG icon
Procter & Gamble
PG
+$1.35M

Sector Composition

1 Technology 27.18%
2 Healthcare 20.83%
3 Consumer Staples 15.64%
4 Industrials 9.18%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$213K 0.02%
2,760
-800