NHT

New Hampshire Trust Portfolio holdings

AUM $518M
1-Year Est. Return 18.55%
This Quarter Est. Return
1 Year Est. Return
+18.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
-$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$708K
2
+$471K
3
+$298K
4
META icon
Meta Platforms (Facebook)
META
+$189K
5
GSK icon
GSK
GSK
+$149K

Top Sells

1
+$3.4M
2
+$2.66M
3
+$2.28M
4
XOM icon
Exxon Mobil
XOM
+$1.07M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$70.3K 0.02%
1,340
227
$70.1K 0.02%
1,105
228
$69.6K 0.02%
958
+107
229
$68.9K 0.02%
100
230
$68K 0.02%
300
231
$67.3K 0.02%
980
-94
232
$66.8K 0.02%
752
-328
233
$64.3K 0.02%
517
+46
234
$64.1K 0.02%
480
-20
235
$60.3K 0.02%
338
236
$59.7K 0.02%
407
237
$59.6K 0.02%
387
238
$59.5K 0.02%
5,225
239
$56.2K 0.02%
1,799
-1,655
240
$54.8K 0.01%
485
-61
241
$53.6K 0.01%
1,825
242
$50.3K 0.01%
1,347
243
$49.8K 0.01%
1,326
244
$47.3K 0.01%
570
245
$47K 0.01%
814
246
$46.4K 0.01%
550
247
$46.2K 0.01%
986
248
$46.2K 0.01%
1,830
249
$45.7K 0.01%
354
250
$45.2K 0.01%
287
8 9
10
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