NHT
New Hampshire Trust Portfolio holdings
AUM
$518M
1-Year Est. Return
18.55%
1 Year Est. Return
+18.55%
AUM
$479M
AUM Growth
+$41.5M
(+9.5%)
Holding
179
Top Buys
| 1 | +$2.75M | |
| 2 | +$1.72M | |
| 3 | +$803K | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$583K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$575K |
Top Sells
| 1 | +$503K | |
| 2 | +$387K | |
| 3 | +$383K | |
| 4 |
Broadcom
AVGO
|
+$318K |
| 5 |
CVS Health
CVS
|
+$270K |
Sector Composition
| 1 | Technology | 22.06% |
| 2 | Financials | 10.36% |
| 3 | Consumer Discretionary | 8.02% |
| 4 | Industrials | 7.68% |
| 5 | Healthcare | 6.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
176
CVS Health
CVS
$98.8B
| – | – |
-3,982
|
|
||
177
State Street SPDR Dow Jones REIT ETF
RWR
$1.85B
| – | – |
-3,864
|
|
||
178
Schwab US Dividend Equity ETF
SCHD
$71.2B
| – | – |
-8,355
|
|