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
301
$21.5K 0.01%
769
302
$20.9K 0.01%
200
303
$20.9K 0.01%
185
304
$20.6K 0.01%
1,310
305
$20.6K 0.01%
330
306
$20K 0.01%
345
-244
307
$19.8K 0.01%
150
308
$19.8K 0.01%
+390
309
$19.5K 0.01%
150
310
$19.4K 0.01%
500
311
$17.8K ﹤0.01%
100
312
$17.7K ﹤0.01%
174
-2,835
313
$17.7K ﹤0.01%
422
314
$17.6K ﹤0.01%
400
315
$17.4K ﹤0.01%
125
316
$17.3K ﹤0.01%
300
317
$16.2K ﹤0.01%
365
318
$15.7K ﹤0.01%
150
319
$15.3K ﹤0.01%
161
320
$15.2K ﹤0.01%
770
321
$15.1K ﹤0.01%
623
322
$14.6K ﹤0.01%
100
323
$14.1K ﹤0.01%
94
-56
324
$13.9K ﹤0.01%
405
325
$13.5K ﹤0.01%
227
11 12
13
14 15