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
326
$13K ﹤0.01%
63
327
$12.8K ﹤0.01%
312
-288
328
$12.1K ﹤0.01%
40
329
$10.7K ﹤0.01%
330
330
$10.6K ﹤0.01%
165
-160
331
$10.5K ﹤0.01%
300
-25
332
$10.1K ﹤0.01%
61
333
$10.1K ﹤0.01%
200
-100
334
$9.83K ﹤0.01%
129
-226
335
$9.6K ﹤0.01%
295
-75
336
$9.53K ﹤0.01%
125
337
$9.33K ﹤0.01%
161
338
$9.15K ﹤0.01%
440
339
$9.04K ﹤0.01%
103
340
$8.54K ﹤0.01%
206
341
$8.35K ﹤0.01%
216
-50
342
$7.74K ﹤0.01%
500
343
$7.57K ﹤0.01%
41
344
$7.53K ﹤0.01%
265
345
$7.17K ﹤0.01%
92
346
$7.05K ﹤0.01%
100
347
$6.87K ﹤0.01%
300
-150
348
$6.77K ﹤0.01%
85
-37
349
$6.74K ﹤0.01%
150
350
$6.61K ﹤0.01%
15
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15 16