NB

Nicolet Bankshares Portfolio holdings

AUM $624M
1-Year Est. Return 18.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Sells

1 +$7.78M
2 +$2.99M
3 +$2.74M
4
AAPL icon
Apple
AAPL
+$2.49M
5
AMZN icon
Amazon
AMZN
+$2.12M

Sector Composition

1 Technology 14.05%
2 Financials 5.81%
3 Healthcare 5.7%
4 Industrials 5.03%
5 Consumer Staples 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-4,138
202
-6,150