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
$378M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$19.3M
3
+$19M
4
MSFT icon
Microsoft
MSFT
+$15.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.34%
2 Healthcare 12%
3 Financials 9.53%
4 Industrials 8.48%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.76M 0.99%
+6,820
27
$3.65M 0.97%
+76,690
28
$3.52M 0.93%
+15,969
29
$3.5M 0.93%
+37,035
30
$3.36M 0.89%
+33,836
31
$3.31M 0.88%
+70,876
32
$3.24M 0.86%
+7,090
33
$3.21M 0.85%
+15,471
34
$3.2M 0.85%
+13,371
35
$3.05M 0.81%
+34,543
36
$2.88M 0.76%
+7,052
37
$2.84M 0.75%
+13,256
38
$2.82M 0.75%
+33,770
39
$2.81M 0.74%
+54,860
40
$2.72M 0.72%
+24,778
41
$2.72M 0.72%
+7,750
42
$2.71M 0.72%
+11,330
43
$2.69M 0.71%
+7,734
44
$2.67M 0.71%
+14,898
45
$2.59M 0.68%
+1,283
46
$2.51M 0.67%
+76,594
47
$2.49M 0.66%
+44,590
48
$2.47M 0.66%
+4,535
49
$2.45M 0.65%
+7,883
50
$2.41M 0.64%
+27,763
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