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
$1.48B
AUM Growth
+$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$3.52M
2 +$2.17M
3 +$1.44M
4
APD icon
Air Products & Chemicals
APD
+$1.06M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.02M

Top Sells

1 +$9.52M
2 +$3.53M
3 +$2.74M
4
AAPL icon
Apple
AAPL
+$2.37M
5
MRK icon
Merck
MRK
+$2.17M

Sector Composition

1 Technology 29.56%
2 Healthcare 22.24%
3 Consumer Staples 11.39%
4 Industrials 8.74%
5 Financials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$215K 0.01%
+211
102
$203K 0.01%
3,517
-689
103
-626
104
-2,315
105
-1,625
106
-3,000
107
-5,175
108
-1,300