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
$378M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$19.3M
3
+$19M
4
MSFT icon
Microsoft
MSFT
+$15.4M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.34%
2 Healthcare 12%
3 Financials 9.53%
4 Industrials 8.48%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$114K 0.03%
+2,710
202
$113K 0.03%
+518
203
$111K 0.03%
+1,492
204
$111K 0.03%
+239
205
$109K 0.03%
+3,566
206
$107K 0.03%
+5,807
207
$105K 0.03%
+3,454
208
$101K 0.03%
+1,719
209
$99.8K 0.03%
+881
210
$99.7K 0.03%
+675
211
$98.4K 0.03%
+180
212
$94.1K 0.02%
+1,080
213
$93.5K 0.02%
+2,700
214
$93.5K 0.02%
+730
215
$93.2K 0.02%
+2,926
216
$92.9K 0.02%
+5,121
217
$89.7K 0.02%
+1,862
218
$89.6K 0.02%
+361
219
$87.4K 0.02%
+1,949
220
$87K 0.02%
+650
221
$86.9K 0.02%
+412
222
$84.4K 0.02%
+1,340
223
$78.8K 0.02%
+4,666
224
$74.1K 0.02%
+225
225
$74.1K 0.02%
+6,243
7 8
9
10 11