HTC
Haverford Trust Company Portfolio holdings
AUM
$10.5B
1-Year Return
15.63%
This Quarter Return
+1.8%
1 Year Return
+15.63%
3 Year Return
+50.42%
5 Year Return
+90.62%
10 Year Return
+181.48%
AUM
$3.04B
AUM Growth
–
Cap. Flow
+$3.04B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.96%
Holding
228
New
228
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$122M |
| 2 |
Eaton
ETN
|
$102M |
| 3 |
McDonald's
MCD
|
$94.9M |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$92.2M |
| 5 |
JPMorgan Chase
JPM
|
$85.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 17.25% |
| 2 | Technology | 14.32% |
| 3 | Industrials | 11.26% |
| 4 | Energy | 9.43% |
| 5 | Financials | 9.41% |
