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
$416M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$15.7M
2 +$7.17M
3 +$3.09M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.63M

Top Sells

1 +$15.6M
2 +$1.57M
3 +$665K
4
MSFT icon
Microsoft
MSFT
+$618K
5
DHR icon
Danaher
DHR
+$532K

Sector Composition

1 Technology 20.83%
2 Healthcare 9.28%
3 Consumer Discretionary 8.93%
4 Financials 8.45%
5 Industrials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,073