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
51
$2.33M 0.62%
+14,862
52
$2.29M 0.61%
+48,492
53
$2.25M 0.6%
+10,631
54
$2.24M 0.59%
+20,432
55
$2.14M 0.57%
+9,029
56
$2.09M 0.55%
+14,330
57
$2.07M 0.55%
+141,800
58
$2.02M 0.54%
+12,818
59
$1.98M 0.52%
+14,928
60
$1.83M 0.48%
+36,221
61
$1.82M 0.48%
+5,915
62
$1.77M 0.47%
+4,136
63
$1.77M 0.47%
+5,256
64
$1.77M 0.47%
+3,634
65
$1.68M 0.44%
+6,285
66
$1.67M 0.44%
+23,388
67
$1.59M 0.42%
+10,981
68
$1.5M 0.4%
+6,070
69
$1.44M 0.38%
+12,311
70
$1.35M 0.36%
+5,153
71
$1.34M 0.35%
+11,670
72
$1.31M 0.35%
+20,623
73
$1.3M 0.34%
+10,566
74
$1.2M 0.32%
+5,448
75
$1.17M 0.31%
+100,995
1 2
3
4 5