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
$438M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$1.15M
3 +$981K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$818K
5
TMC icon
TMC The Metals Company
TMC
+$543K

Top Sells

1 +$3.36M
2 +$1.53M
3 +$419K
4
CMG icon
Chipotle Mexican Grill
CMG
+$404K
5
VZ icon
Verizon
VZ
+$389K

Sector Composition

1 Technology 22.89%
2 Healthcare 9.08%
3 Financials 8.83%
4 Consumer Discretionary 8.02%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,005