HTHT
Hemenway Trust Hemenway Trust Portfolio holdings
AUM
$1.31B
1-Year Est. Return
12.44%
1 Year Est. Return
+12.44%
AUM
$1.31B
AUM Growth
+$14.2M
(+1.1%)
Holding
130
Top Buys
| 1 | +$5.54M | |
| 2 | +$4.39M | |
| 3 | +$3.57M | |
| 4 |
Charles Schwab
SCHW
|
+$3M |
| 5 |
Uber
UBER
|
+$2.94M |
Top Sells
| 1 | +$6.83M | |
| 2 | +$3.36M | |
| 3 | +$3.33M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$3.15M |
| 5 |
Advanced Micro Devices
AMD
|
+$3.09M |
Sector Composition
| 1 | Technology | 31.79% |
| 2 | Healthcare | 16.35% |
| 3 | Industrials | 12.92% |
| 4 | Consumer Discretionary | 10.69% |
| 5 | Financials | 7.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class A
BRK.A
$1.08T
| $16.6M | 1.27% |
22
-3
|
|
||
27
Canadian National Railway
CNI
$60.3B
| $14.5M | 1.11% |
154,132
-23,664
|
|
||
|
28
Uber
UBER
$177B
| $13.5M | 1.03% |
137,918
+30,032
|
|
||
29
Eli Lilly
LLY
$920B
| $13.5M | 1.03% |
17,707
+5,752
|
|
||
30
Salesforce
CRM
$246B
| $12.1M | 0.93% |
51,030
+3,311
|
|
||
31
Waste Management
WM
$86.9B
| $10.8M | 0.83% |
48,996
|
|
||
32
American Express
AXP
$264B
| $10.4M | 0.8% |
31,339
+10,749
|
|
||
33
Applied Materials
AMAT
$206B
| $10.3M | 0.79% |
50,157
+27,078
|
|
||
34
NextEra Energy
NEE
$170B
| $8.52M | 0.65% |
112,869
+355
|
|
||
|
35
Charles Schwab
SCHW
$172B
| $8.18M | 0.63% |
85,682
+31,417
|
|
||
36
Union Pacific
UNP
$142B
| $5.98M | 0.46% |
25,297
-30
|
|
||
37
AbbVie
ABBV
$395B
| $5.26M | 0.4% |
22,719
-634
|
|
||
38
Novo Nordisk
NVO
$223B
| $4.34M | 0.33% |
78,167
-45,561
|
|
||
39
CrowdStrike
CRWD
$127B
| $3.84M | 0.29% |
7,821
+131
|
|
||
40
Canadian Pacific Kansas City
CP
$67.7B
| $3.77M | 0.29% |
50,653
+7,529
|
|
||
41
Honeywell
HON
$123B
| $3.58M | 0.27% |
16,991
-274
|
|
||
42
Walmart Inc. Common Stock
WMT
$930B
| $3.34M | 0.26% |
32,417
-595
|
|
||
43
JPMorgan Chase
JPM
$867B
| $3.23M | 0.25% |
10,226
-348
|
|
||
44
Amphenol
APH
$158B
| $2.85M | 0.22% |
23,025
-2,795
|
|
||
45
RELX
RELX
$73.4B
| $2.38M | 0.18% |
49,862
+9,966
|
|
||
46
Thermo Fisher Scientific
TMO
$215B
| $2.29M | 0.18% |
4,723
-230
|
|
||
47
Ecolab
ECL
$74.7B
| $2.22M | 0.17% |
8,111
-105
|
|
||
|
48
Berkshire Hathaway Class B
BRK.B
$1.08T
| $2.17M | 0.17% |
4,315
-58
|
|
||
49
ASML
ASML
$420B
| $2.04M | 0.16% |
2,103
+462
|
|
||
|
50
Alphabet (Google) Class C
GOOG
$3.75T
| $1.79M | 0.14% |
7,355
-875
|
|