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
$268M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$6.73M
2 +$3.64M
3 +$3.63M
4
EQC
Equity Commonwealth
EQC
+$1.53M
5
SAND
Sandstorm Gold
SAND
+$700K

Sector Composition

1 Financials 15.89%
2 Industrials 15.17%
3 Technology 14.56%
4 Healthcare 13.82%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,785