NHT

New Hampshire Trust Portfolio holdings

AUM $514M
1-Year Est. Return 19.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.74%
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 +$1.44M
2 +$1.16M
3 +$975K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$820K
5
TMC icon
TMC The Metals Company
TMC
+$616K

Top Sells

1 +$3.33M
2 +$1.6M
3 +$404K
4
VZ icon
Verizon
VZ
+$380K
5
NVDA icon
NVIDIA
NVDA
+$343K

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