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
$385M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.01M
3
+$230K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$224K
5
NEE icon
NextEra Energy
NEE
+$140K

Top Sells

1
+$803K
2
+$289K
3
+$258K
4
BDX icon
Becton Dickinson
BDX
+$193K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$191K

Sector Composition

1 Technology 21.34%
2 Healthcare 10.08%
3 Consumer Discretionary 9.4%
4 Financials 8.25%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
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