NHT
New Hampshire Trust Portfolio holdings
AUM
$479M
1-Year Return
17.71%
This Quarter Return
+7.2%
1 Year Return
+17.71%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$373M
AUM Growth
-$5.02M
(-1.3%)
Cap. Flow
-$23.1M
Cap. Flow
% of AUM
-6.2%
Top 10 Holdings %
Top 10 Hldgs %
36.27%
Holding
402
New
5
Increased
44
Reduced
173
Closed
23
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$708K |
| 2 |
Tesla
TSLA
|
$471K |
| 3 |
Amazon
AMZN
|
$298K |
| 4 |
Meta Platforms (Facebook)
META
|
$189K |
| 5 |
GSK
GSK
|
$149K |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$3.4M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$2.66M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$2.28M |
| 4 |
Exxon Mobil
XOM
|
$1.07M |
| 5 |
Apple
AAPL
|
$955K |
Sector Composition
| 1 | Technology | 19.47% |
| 2 | Healthcare | 11.14% |
| 3 | Consumer Discretionary | 8.92% |
| 4 | Financials | 8.59% |
| 5 | Industrials | 7.85% |
