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NICHOLS & PRATT ADVISERS LLP /MA13F | |
NICHOLS & PRATT ADVISERS LLP /MA | |
Last update 2025-04-29 | 96 Stocks (1 new) |
Value $1.46 Bil | Turnover 1 % |
NICHOLS & PRATT ADVISERS LLP /... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 538,414 | 119,642.6 | -2.59% | 8.170 | -0.24% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
ADP | Automatic Data Processing Inc | 314,355 | 96,063.5 | -1.92% | 6.560 | -0.12% | 0.080 | +1.75% | +6.72% | 125,511.3 | Software | |
JNJ | Johnson & Johnson | 502,497 | 82,976.6 | -0.04% | 5.670 | 0% | 0.020 | -1.55% | +9.67% | 375,371.5 | Drug Manufacturers | |
MA | Mastercard Inc | 145,181 | 79,583.1 | -0.86% | 5.440 | -0.04% | 0.020 | +7.46% | +8.43% | 516,916.7 | Credit Services | |
GOOG | Alphabet Inc | 471,651 | 73,808.0 | -0.71% | 5.040 | -0.04% | 0.000 | +18.43% | -4.97% | 2,184,120.1 | Interactive Media | |
FI | Fiserv Inc | 326,274 | 72,103.7 | -2.06% | 4.920 | -0.09% | 0.060 | -19.06% | -14.54% | 97,330.9 | Software | |
MSFT | Microsoft Corp | 184,761 | 69,521.9 | +0.46% | 4.750 | +0.02% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
PG | Procter & Gamble Co | 372,231 | 63,440.0 | -2.23% | 4.330 | -0.09% | 0.020 | -6.12% | -2.88% | 377,072.7 | Consumer Packaged Goods | |
PEP | PepsiCo Inc | 350,517 | 52,550.0 | +0.07% | 3.590 | 0% | 0.030 | -9.58% | -9.20% | 185,616.7 | Beverages - Non-Alcoholic | |
KMI | Kinder Morgan Inc | 1,803,086 | 51,448.9 | -1.54% | 3.510 | -0.05% | 0.080 | +3.60% | +5.92% | 63,149.0 | Oil & Gas |
NICHOLS & PRATT ADVISERS LLP /MA's Historical Top Holdings Breakdowns
NICHOLS & PRATT ADVISERS LLP /MA's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
AZPN Unlock Delisted | Aspen Technology Inc | 2025-03-31 | Sold Out Sold Out | -0.38% | 249.06 ($260.82) 274.8 | $264.33 | 1.35% | Sold Out | 0 | -23,036 | |
SNPS | Synopsys Inc | 2025-03-31 | New Buy New Buy | +0.30% | 428.58 ($485.8) 551.54 | $548.74 | 12.96% | New holding | 10,300 | 10,300 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.24% | 209.68 ($231.67) 247.1 | $213.55 | -7.82% | Reduce -2.59% | 538,414 | -14,339 | |
ACN | Accenture PLC | 2025-03-31 | Reduce Reduce | -0.22% | 300.91 ($353.16) 398.25 | $304.78 | -13.70% | Reduce -11.99% | 67,929 | -9,255 | |
ADBE | Adobe Inc | 2025-03-31 | Reduce Reduce | -0.12% | 377.84 ($428.84) 464.11 | $379.31 | -11.55% | Reduce -72.3% | 1,503 | -3,923 | |
ADP | Automatic Data Processing Inc | 2025-03-31 | Reduce Reduce | -0.12% | 286.85 ($301.63) 318.64 | $309.20 | 2.51% | Reduce -1.92% | 314,355 | -6,152 | |
TMO | Thermo Fisher Scientific Inc | 2025-03-31 | Add Add | +0.10% | 497.6 ($541.6) 606.74 | $429.33 | -20.73% | Add 11.45% | 27,760 | 2,852 | |
FI | Fiserv Inc | 2025-03-31 | Reduce Reduce | -0.09% | 200.51 ($218.93) 237.79 | $175.55 | -19.81% | Reduce -2.06% | 326,274 | -6,859 | |
PG | Procter & Gamble Co | 2025-03-31 | Reduce Reduce | -0.09% | 158.56 ($167.49) 176.26 | $160.83 | -3.98% | Reduce -2.23% | 372,231 | -8,500 | |
KO | Coca-Cola Co | 2025-03-31 | Reduce Reduce | -0.07% | 60.81 ($66.78) 72.32 | $71.35 | 6.84% | Reduce -3.9% | 442,722 | -17,975 |
NICHOLS & PRATT ADVISERS LLP /MA Total Holding History ($B)
NICHOLS & PRATT ADVISERS LLP /MA's Asset Allocation
NICHOLS & PRATT ADVISERS LLP /MA Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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NICHOLS & PRATT ADVISERS LLP /MA's Hypothetical Growth since 2025-03-31
NICHOLS & PRATT ADVISERS LLP /MA's Yearly Returns
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NICHOLS & PRATT ADVISERS LLP /MA's Holdings Heat Map
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NICHOLS & PRATT ADVISERS LLP /MA's Holdings Bubble Chart
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