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
51
$2.32M 0.62%
14,227
-671
52
$2.27M 0.61%
13,262
-1,600
53
$2.25M 0.6%
10,989
+358
54
$2.2M 0.59%
10,396
+893
55
$2.18M 0.59%
53,457
-1,403
56
$2.11M 0.57%
38,533
+2,312
57
$2.06M 0.55%
5,345
+89
58
$2.06M 0.55%
6,718
-1,165
59
$2.03M 0.55%
9,048
+19
60
$1.95M 0.52%
4,217
-318
61
$1.89M 0.51%
18,696
-1,736
62
$1.85M 0.5%
24,365
+977
63
$1.7M 0.46%
5,960
-325
64
$1.65M 0.44%
3,489
-145
65
$1.64M 0.44%
5,714
-201
66
$1.59M 0.43%
3,856
-280
67
$1.55M 0.41%
12,163
-655
68
$1.5M 0.4%
11,472
-198
69
$1.38M 0.37%
11,263
-1,048
70
$1.3M 0.35%
10,839
-142
71
$1.28M 0.34%
20,573
-50
72
$1.27M 0.34%
5,203
-245
73
$1.26M 0.34%
5,935
-135
74
$1.24M 0.33%
98,692
-2,303
75
$1.15M 0.31%
4,739
-414
1 2
3
4 5