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
251
$44.3K 0.01%
815
+25
252
$42K 0.01%
549
-46
253
$41.8K 0.01%
250
-148
254
$40.4K 0.01%
220
255
$38.9K 0.01%
172
256
$37.7K 0.01%
603
257
$37.2K 0.01%
870
-870
258
$36.2K 0.01%
464
259
$36.1K 0.01%
478
-80
260
$35.9K 0.01%
1,463
261
$35.1K 0.01%
1,300
262
$34.4K 0.01%
510
263
$34.1K 0.01%
450
264
$34K 0.01%
1,530
265
$33.7K 0.01%
1,120
-58
266
$32.4K 0.01%
245
267
$31.9K 0.01%
1,650
268
$31.5K 0.01%
100
269
$31K 0.01%
200
270
$31K 0.01%
395
271
$30.4K 0.01%
480
-150
272
$30K 0.01%
175
273
$29.9K 0.01%
65
274
$29.7K 0.01%
382
275
$29.4K 0.01%
500
9 10
11
12 13