NHT
New Hampshire Trust Portfolio holdings
AUM
$514M
1-Year Est. Return
19.74%
This Fund
S&P 500
1 Year Est. Return
+19.74%
AUM
$518M
AUM Growth
+$39.2M
(+8.2%)
Holding
181
Top Buys
| 1 | +$1.82M | |
| 2 | +$1.28M | |
| 3 | +$834K | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$715K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$652K |
Top Sells
| 1 | +$5.23M | |
| 2 | +$488K | |
| 3 | +$432K | |
| 4 |
TMC The Metals Company
TMC
|
+$360K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$360K |
Sector Composition
| 1 | Technology | 22.66% |
| 2 | Financials | 10.1% |
| 3 | Consumer Discretionary | 7.74% |
| 4 | Industrials | 7.71% |
| 5 | Healthcare | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Chipotle Mexican Grill
CMG
$50.1B
| – | – |
-6,212
|
|
||
177
Intercontinental Exchange
ICE
$93.6B
| – | – |
-1,172
|
|
||
178
IQ MacKay Municipal Intermediate ETF
MMIT
$1.38B
| – | – |
-9,494
|
|
||
179
Schwab US Broad Market ETF
SCHB
$39B
| – | – |
-12,798
|
|