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
$438M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.15M
3
+$981K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$818K
5
TMC icon
TMC The Metals Company
TMC
+$543K

Top Sells

1
+$3.36M
2
+$1.53M
3
+$419K
4
CMG icon
Chipotle Mexican Grill
CMG
+$404K
5
VZ icon
Verizon
VZ
+$389K

Sector Composition

1 Technology 22.89%
2 Healthcare 9.08%
3 Financials 8.83%
4 Consumer Discretionary 8.02%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.58M 1.04%
1,155
+28
27
$4.28M 0.98%
42,624
+327
28
$4.25M 0.97%
8,348
+208
29
$4.25M 0.97%
21,323
-1,092
30
$4.19M 0.96%
18,501
+74
31
$4.12M 0.94%
13,128
-137
32
$3.94M 0.9%
11,834
+223
33
$3.75M 0.86%
14,291
+285
34
$3.66M 0.83%
14,329
+65
35
$3.52M 0.8%
33,004
-98
36
$3.51M 0.8%
6,354
+86
37
$3.47M 0.79%
13,872
-57
38
$3.36M 0.77%
70,748
+937
39
$3.33M 0.76%
49,232
+1,109
40
$3.23M 0.74%
13,561
+116
41
$3.19M 0.73%
6,543
-190
42
$3.18M 0.72%
27,770
+2,315
43
$3.17M 0.72%
14,832
+520
44
$3.02M 0.69%
11,728
+141
45
$2.88M 0.66%
6,732
+48
46
$2.85M 0.65%
19,480
-1,738
47
$2.83M 0.65%
28,514
+348
48
$2.74M 0.63%
4,939
+53
49
$2.68M 0.61%
6,065
-288
50
$2.65M 0.6%
8,873
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2
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