NHT
New Hampshire Trust Portfolio holdings
AUM
$479M
1-Year Return
17.71%
This Quarter Return
+7.18%
1 Year Return
+17.71%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$385M
AUM Growth
+$12.1M
(+3.3%)
Cap. Flow
-$10.1M
Cap. Flow
% of AUM
-2.62%
Top 10 Holdings %
Top 10 Hldgs %
38.82%
Holding
379
New
–
Increased
85
Reduced
61
Closed
211
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$1.31M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.01M |
| 3 |
Kimberly-Clark
KMB
|
$230K |
| 4 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$224K |
| 5 |
NextEra Energy, Inc.
NEE
|
$140K |
Top Sells
| 1 |
KeyCorp
KEY
|
$803K |
| 2 |
Intel
INTC
|
$289K |
| 3 |
Microsoft
MSFT
|
$258K |
| 4 |
Becton Dickinson
BDX
|
$193K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$191K |
Sector Composition
| 1 | Technology | 21.34% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.4% |
| 4 | Financials | 8.25% |
| 5 | Industrials | 7.58% |
