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
351
$6.56K ﹤0.01%
240
352
$6.33K ﹤0.01%
173
353
$5.56K ﹤0.01%
58
354
$5.37K ﹤0.01%
364
355
$4.9K ﹤0.01%
83
356
$4.5K ﹤0.01%
140
357
$4.07K ﹤0.01%
85
358
$3.45K ﹤0.01%
40
359
$2.19K ﹤0.01%
119
360
$1.39K ﹤0.01%
67
361
$1.1K ﹤0.01%
37
362
$1.05K ﹤0.01%
200
363
$1.01K ﹤0.01%
100
364
$821 ﹤0.01%
100
365
$517 ﹤0.01%
7
366
$471 ﹤0.01%
42
367
$33 ﹤0.01%
3
368
– –
-20
369
– –
-36
370
– –
-18
371
– –
-357
372
– –
-125
373
– –
-25
374
– –
-1,000
375
– –
-68
12 13 14
15
16