NB

Nicolet Bankshares Portfolio holdings

AUM $579M
1-Year Est. Return 17.02%
This Quarter Est. Return
1 Year Est. Return
+17.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$8.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Sector Composition

1 Financials 23.54%
2 Technology 7.36%
3 Healthcare 6.25%
4 Industrials 4.67%
5 Consumer Discretionary 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$117K 0.05%
1,808
177
-2,553
178
-3,849
179
-2,282
180
-3,239
181
-786