NP

NICHOLS & PRATT ADVISERS LLP /MA

13F
NICHOLS & PRATT ADVISERS LLP /MA
Last update 2024-10-25 104 Stocks (10 new)
Value $1.55 Bil Turnover 1 %
Countries:
Top Holdings: AAPL(8.53%)ADP(5.85%)JNJ(5.28%)GOOG(5.19%)MSFT(5.15%)
Portfolio Report
Summary Stock Picks Current Portfolio
NICHOLS & PRATT ADVISERS LLP /... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
568,143
132072.860
-1.67%
8.530
-0.14%
0.000
+3.19%
+17.04%
3389420.991
Hardware
ADP 		Automatic Data Processing Inc
326,914
90535.970
-0.83%
5.850
-0.04%
0.080
+19.43%
+34.37%
125460.054
Software
JNJ 		Johnson & Johnson
504,770
81800.900
-0.34%
5.280
-0.02%
0.020
-3.80%
-0.33%
367499.570
Drug Manufacturers
GOOG 		Alphabet Inc
480,193
80343.490
+0.02%
5.190
0%
0.000
+11.96%
+30.40%
2232618.220
Interactive Media
MSFT 		Microsoft Corp
185,867
79734.210
-2.34%
5.150
-0.13%
0.000
+4.17%
+13.11%
3145177.615
Software
MA 		Mastercard Inc
148,141
73197.590
-0.63%
4.730
-0.03%
0.020
+16.28%
+24.79%
485688.645
Credit Services
PG 		Procter & Gamble Co
386,149
66875.680
-2.49%
4.320
-0.11%
0.020
0%
+15.99%
390560.120
Consumer Packaged Goods
FI 		Fiserv Inc
337,043
60628.250
-0.21%
3.920
-0.01%
0.060
+32.87%
+61.14%
121782.744
Software
PEP 		PepsiCo Inc
354,590
60331.500
-0.98%
3.900
-0.04%
0.030
-3.40%
-0.98%
225472.676
Beverages - Non-Alcoholic
NVO 		Novo Nordisk AS
488,210
58093.860
-1.61%
3.750
-0.08%
0.010
-17.27%
+4.63%
476393.447
Drug Manufacturers

NICHOLS & PRATT ADVISERS LLP /MA's Historical Top Holdings Breakdowns

NICHOLS & PRATT ADVISERS LLP /MA's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2024-09-30Reduce
-0.14%
●
207.23 ($223.32) 234.82
$224.23
0.41%
Reduce -1.67%
568,143
-9,675
WDS 		Woodside Energy Group Ltd2024-09-30Reduce
-0.14%
●
15.64 ($17.74) 20.01
$15.39
-13.25%
Reduce -41.67%
150,766
-107,714
CVS 		CVS Health Corp2024-09-30Reduce
-0.13%
●
55.81 ($58.34) 63.18
$54.03
-7.39%
Reduce -17.68%
150,965
-32,415
MSFT 		Microsoft Corp2024-09-30Reduce
-0.13%
●
395.15 ($427.47) 467.56
$423.03
-1.04%
Reduce -2.34%
185,867
-4,460
PG 		Procter & Gamble Co2024-09-30Reduce
-0.11%
●
160.76 ($169.76) 177.79
$165.84
-2.31%
Reduce -2.49%
386,149
-9,870
AMZN 		Amazon.com Inc2024-09-30Add
+0.09%
●
161.02 ($182.46) 200
$208.91
14.50%
Add 3.86%
196,969
7,317
CAT 		Caterpillar Inc2024-09-30Reduce
-0.08%
●
316.8 ($345.34) 391.12
$393.01
13.80%
Reduce -4.21%
81,892
-3,595
MRK 		Merck & Co Inc2024-09-30Reduce
-0.08%
●
111.15 ($118.8) 128.97
$98.58
-17.02%
Reduce -2.15%
457,177
-10,060
NVO 		Novo Nordisk AS2024-09-30Reduce
-0.08%
●
119.07 ($133.36) 145.42
$107.06
-19.72%
Reduce -1.61%
488,210
-8,005
RTO 		Rentokil Initial PLC2024-09-30Add
+0.08%
●
24.2 ($29.61) 32.96
$26.10
-11.85%
Add 7.32%
714,726
48,742

NICHOLS & PRATT ADVISERS LLP /MA Total Holding History ($B)

To

NICHOLS & PRATT ADVISERS LLP /MA's Asset Allocation

To

NICHOLS & PRATT ADVISERS LLP /MA Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

NICHOLS & PRATT ADVISERS LLP /MA's Hypothetical Growth since 2024-09-30

NICHOLS & PRATT ADVISERS LLP /MA's Yearly Returns

Year Portfolio % % Excess Gain %

NICHOLS & PRATT ADVISERS LLP /MA's Holdings Heat Map

Size field:

NICHOLS & PRATT ADVISERS LLP /MA's Holdings Bubble Chart

NICHOLS & PRATT ADVISERS LLP /MA News

  • 1

Discussions on NICHOLS & PRATT ADVISERS LLP /MA

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.