NHT
New Hampshire Trust Portfolio holdings
AUM
$514M
1-Year Est. Return
19.74%
This Fund
S&P 500
1 Year Est. Return
+19.74%
AUM
$514M
AUM Growth
-$4.04M
(-0.78%)
Holding
184
Top Buys
| 1 | +$3.57M | |
| 2 | +$2.56M | |
| 3 | +$2.4M | |
| 4 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$2M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.4M |
Top Sells
| 1 | +$1.66M | |
| 2 | +$1.53M | |
| 3 | +$1.36M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$1.18M |
| 5 |
Apple
AAPL
|
+$1.13M |
Sector Composition
| 1 | Technology | 21.85% |
| 2 | Financials | 9.76% |
| 3 | Industrials | 7.4% |
| 4 | Consumer Discretionary | 7.27% |
| 5 | Healthcare | 7.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Nike
NKE
$92.1B
| – | – |
-4,309
|
|
||
177
Progressive
PGR
$125B
| – | – |
-961
|
|
||
178
Regions Financial
RF
$24B
| – | – |
-8,002
|
|
||
179
United Parcel Service
UPS
$98.5B
| – | – |
-2,781
|
|
||
180
United Rentals
URI
$52.9B
| – | – |
-233
|
|