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
76
$1.11M 0.3%
16,647
+450
77
$1.09M 0.29%
5,543
-142
78
$1.04M 0.28%
11,339
-322
79
$1.03M 0.28%
26,360
+1,495
80
$998K 0.27%
26,162
-869
81
$923K 0.25%
5,571
+95
82
$894K 0.24%
17,410
-1,067
83
$881K 0.24%
12,709
-283
84
$850K 0.23%
9,667
+62
85
$836K 0.22%
4,182
-84
86
$815K 0.22%
24,951
-16,390
87
$803K 0.22%
64,158
-2,676
88
$779K 0.21%
8,941
-937
89
$775K 0.21%
10,429
-727
90
$774K 0.21%
7,961
-429
91
$761K 0.2%
5,011
-204
92
$760K 0.2%
10,895
-1,370
93
$681K 0.18%
22,815
-1,098
94
$649K 0.17%
3,388
-115
95
$641K 0.17%
22,402
-100
96
$637K 0.17%
1,695
-6,055
97
$630K 0.17%
7,820
-795
98
$577K 0.15%
1,294
-42
99
$519K 0.14%
5,278
+342
100
$515K 0.14%
2,254
-81
2 3
4
5 6