Nichols & Pratt Advisers Llp Ma Fund Performance

FundPortfolio ManagerPerformance 25Q1AUM# of HoldingsPerformance Rank Allocation
Nichols & Pratt Advisers Llp MaNichols & Pratt Advisers Llp Ma-1.69%$1464257000 96

Top Holdings Performance History

Nichols & Pratt Advisers Llp Ma Holdings Map

Top 50 Nichols & Pratt Advisers Llp Ma Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Nichols & Pratt Advisers Llp Ma Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds