HTHT

Hemenway Trust Hemenway Trust Portfolio holdings

AUM $1.29B
1-Year Est. Return 12.43%
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$769M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$4.22M
3
+$2.16M
4
UNH icon
UnitedHealth
UNH
+$1.86M
5
XYL icon
Xylem
XYL
+$928K

Top Sells

1
+$7.22M
2
+$3.8M
3
+$2.49M
4
MSFT icon
Microsoft
MSFT
+$1.84M
5
PYPL icon
PayPal
PYPL
+$1.23M

Sector Composition

1 Healthcare 23.19%
2 Technology 19.66%
3 Industrials 11.43%
4 Financials 8.98%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.74M 1.27%
83,905
-21,462
27
$9.67M 1.26%
186,806
-5,469
28
$9.56M 1.24%
132,828
-6,508
29
$9.34M 1.21%
74,370
+36,971
30
$9.14M 1.19%
156,486
+3,446
31
$8.93M 1.16%
160,371
+75,751
32
$8.53M 1.11%
63,670
-3,878
33
$8.35M 1.08%
99,208
+11,031
34
$6.99M 0.91%
61,756
35
$6.1M 0.79%
450,520
-50,160
36
$5.26M 0.68%
26,705
-80
37
$4.9M 0.64%
33,374
38
$4.56M 0.59%
126,869
+1,504
39
$3.45M 0.45%
39,365
+1,236
40
$3.38M 0.44%
36,108
+930
41
$3.07M 0.4%
12,701
+497
42
$2.73M 0.35%
6,181
+563
43
$2.51M 0.33%
12,541
+500
44
$2.29M 0.3%
49,101
+3,135
45
$1.87M 0.24%
47,444
-7,359
46
$1.84M 0.24%
4,670
-132
47
$1.72M 0.22%
21,665
-659
48
$1.65M 0.21%
21,360
-1,199
49
$1.64M 0.21%
7,712
-300
50
$1.51M 0.2%
25,072
+7,250
1
2
3 4 5