HTC

Haverford Trust Company Portfolio holdings

AUM $11.2B
1-Year Est. Return 18.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.21B
AUM Growth
-$656M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$57.2M
2
+$21.6M
3
+$18.4M
4
TEL icon
TE Connectivity
TEL
+$18.4M
5
VV icon
Vanguard Large-Cap ETF
VV
+$13.9M

Top Sells

1
+$123M
2
+$41.2M
3
+$35.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.2M
5
MSFT icon
Microsoft
MSFT
+$11.3M

Sector Composition

1 Technology 19.74%
2 Healthcare 13.31%
3 Financials 12.87%
4 Industrials 8.38%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
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