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
76
$1.16M 0.31%
+66,834
77
$1.14M 0.3%
+9,503
78
$1.09M 0.29%
+41,341
79
$1.06M 0.28%
+11,661
80
$1.06M 0.28%
+27,031
81
$1.04M 0.28%
+11,156
82
$998K 0.26%
+16,197
83
$980K 0.26%
+24,865
84
$963K 0.26%
+9,605
85
$949K 0.25%
+9,878
86
$935K 0.25%
+12,992
87
$933K 0.25%
+5,685
88
$895K 0.24%
+18,477
89
$850K 0.23%
+4,266
90
$849K 0.22%
+8,390
91
$817K 0.22%
+12,265
92
$816K 0.22%
+5,476
93
$787K 0.21%
+23,913
94
$745K 0.2%
+22,502
95
$706K 0.19%
+5,215
96
$699K 0.19%
+986
97
$670K 0.18%
+8,615
98
$589K 0.16%
+3,503
99
$548K 0.15%
+6,611
100
$544K 0.14%
+3,861
2 3
4
5 6