BHTS

Bar Harbor Trust Services Portfolio holdings

AUM $331M
1-Year Est. Return 19.79%
This Quarter Est. Return
1 Year Est. Return
+19.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Sells

1 +$453K
2 +$232K
3 +$206K
4
BDX icon
Becton Dickinson
BDX
+$175K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$167K

Sector Composition

1 Financials 24.41%
2 Technology 20.26%
3 Healthcare 15.75%
4 Industrials 11.57%
5 Consumer Staples 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,137