NICHOLS & PRATT ADVISERS LLP /MA
50 CONGRESS STREET, BOSTON, Massachusetts, 02109, (617) 523-6800
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 98 |
| New Positions | 4 |
| Increased Positions | 31 |
| Decreased Positions | 44 |
| Positions with Activity | 75 |
| Sold Out Positions | 4 |
| Total Mkt Value (in $ millions) |
1,034 |
Sector Weighting
| Basic Materials | 5.29% |
| Capital Goods | 4.7% |
| Conglomerates | |
| Consumer Cyclical | 0.92% |
| Consumer/Non-Cyclical | 19.15% |
| Energy | 8.04% |
| Financial | 12.02% |
| Healthcare | 20.25% |
| Services | 11.25% |
| Technology | 14.41% |
| Transportation | 1.33% |
| Utilities | 2.63% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
44 DECREASED Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 80,378 | -1,218 | (1.49) | 925,801 |
| PROCTER & GAMBLE CO | COM | 66,853 | -1,471 | (2.15) | 816,472 |
| EXXON MOBIL CORP | COM | 61,273 | -407 | (0.66) | 669,433 |
| AUTOMATIC DATA PROCESSING INC | COM | 47,139 | -931 | (1.94) | 674,857 |
| PEPSICO INC | COM | 45,433 | -337 | (0.74) | 550,173 |
| COCA COLA CO | COM | 43,760 | -191 | (0.43) | 1,035,986 |
| NOVARTIS A G | SPONSORED ADR | 34,091 | -21 | (0.06) | 458,457 |
| STATE STR CORP | COM | 22,333 | -3,421 | (13.28) | 346,295 |
| PRAXAIR INC | COM | 18,565 | -3 | (0.02) | 160,095 |
| SCHLUMBERGER LTD | COM | 18,329 | -474 | (2.52) | 245,496 |
| ABBOTT LABS | COM | 17,713 | -302 | (1.68) | 469,100 |
| FISERV INC | COM | 16,115 | -52 | (0.32) | 182,935 |
| CATERPILLAR INC DEL | COM | 15,032 | -26 | (0.17) | 174,370 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 14,813 | -377 | (2.48) | 133,651 |
| WALGREEN CO | COM | 13,283 | -1,223 | (8.43) | 261,637 |
| MONSANTO CO NEW | COM | 9,561 | -110 | (1.13) | 91,204 |
| LINEAR TECHNOLOGY CORP | COM | 9,052 | -213 | (2.3) | 244,312 |
| MICROSOFT CORP | COM | 8,605 | -363 | (4.05) | 251,089 |
| AT&T INC | COM | 7,390 | -237 | (3.11) | 201,100 |
| 3M CO | COM | 6,815 | -53 | (0.77) | 61,802 |
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