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
$467M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$399K
2 +$280K
3 +$247K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$232K
5
SYY icon
Sysco
SYY
+$230K

Top Sells

1 +$425K
2 +$382K
3 +$319K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$285K
5
AAPL icon
Apple
AAPL
+$285K

Sector Composition

1 Technology 21.9%
2 Financials 9.17%
3 Healthcare 9.11%
4 Consumer Discretionary 8.09%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$164K 0.04%
15,439
-670
177
-3,320