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
276
$29.3K 0.01%
100
277
$28.5K 0.01%
330
278
$28.3K 0.01%
545
279
$27.8K 0.01%
3,100
280
$27.7K 0.01%
235
-18
281
$27.5K 0.01%
250
282
$27.5K 0.01%
1,725
283
$27.2K 0.01%
500
284
$25.6K 0.01%
1,890
285
$25.3K 0.01%
323
286
$24.6K 0.01%
300
287
$24.3K 0.01%
2,775
288
$24.3K 0.01%
85
289
$23.9K 0.01%
408
290
$23.6K 0.01%
214
291
$23.4K 0.01%
+228
292
$23.4K 0.01%
390
293
$23.4K 0.01%
263
294
$23.3K 0.01%
103
295
$23.2K 0.01%
200
296
$22.6K 0.01%
450
297
$22.2K 0.01%
80
298
$21.9K 0.01%
100
299
$21.9K 0.01%
470
300
$21.8K 0.01%
500