NVEST FINANCIAL, LLC

NVEST FINANCIAL, LLC runs NVEST FINANCIAL, LLC and currently holds 137 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $268.41M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. NVEST FINANCIAL, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, NVEST FINANCIAL, LLC's portfolio at NVEST FINANCIAL, LLC has delivered returns of +13.48%. Their 3-year annualized return is +53.34%. Looking at the 5-year horizon, NVEST FINANCIAL, LLC has achieved +48.76% annualized returns at NVEST FINANCIAL, LLC.