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
$272M
AUM Growth
+$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$8.38M
2 +$7.92M
3 +$4.13M
4
B
Barrick Mining
B
+$4.03M
5
EQC
Equity Commonwealth
EQC
+$3.26M

Sector Composition

1 Financials 20.57%
2 Industrials 15.63%
3 Technology 14.25%
4 Healthcare 13.12%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-119,645
127
-75,131