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
26
$3.61M 0.97%
16,174
-899
27
$3.61M 0.97%
11,682
-823
28
$3.52M 0.94%
7,035
-17
29
$3.48M 0.93%
36,018
-1,017
30
$3.4M 0.91%
32,636
-1,200
31
$3.18M 0.85%
1,199
-84
32
$3.17M 0.85%
6,386
-704
33
$3.17M 0.85%
24,852
+74
34
$3.15M 0.84%
13,958
-1,513
35
$3.12M 0.84%
40,642
-34,617
36
$2.94M 0.79%
14,725
-203
37
$2.89M 0.78%
14,896
-1,073
38
$2.87M 0.77%
28,693
+930
39
$2.68M 0.72%
27,055
-6,448
40
$2.67M 0.72%
11,667
-1,704
41
$2.66M 0.71%
12,835
+2,269
42
$2.65M 0.71%
7,285
-449
43
$2.61M 0.7%
53,513
-17,363
44
$2.58M 0.69%
75,941
-653
45
$2.51M 0.67%
13,144
-112
46
$2.48M 0.66%
38,620
-5,970
47
$2.45M 0.66%
31,813
-1,957
48
$2.42M 0.65%
14,641
+311
49
$2.41M 0.65%
10,835
-495
50
$2.34M 0.63%
47,574
-918
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2
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