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
$1.15B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$6.29M
3
+$4.53M
4
CVX icon
Chevron
CVX
+$4.27M
5
DHR icon
Danaher
DHR
+$1.22M

Top Sells

1
+$6.98M
2
+$3.76M
3
+$3.22M
4
NVDA icon
NVIDIA
NVDA
+$2.49M
5
NTAP icon
NetApp
NTAP
+$1.68M

Sector Composition

1 Technology 29.44%
2 Healthcare 20.98%
3 Industrials 13.27%
4 Consumer Discretionary 12.24%
5 Financials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.8M 1.28%
157,704
-234
27
$12.3M 1.07%
57,866
-4,500
28
$8.68M 0.75%
89,711
-72,114
29
$6.79M 0.59%
+100,756
30
$6.49M 0.56%
26,393
-85
31
$6.49M 0.56%
15,518
+10,835
32
$6.29M 0.54%
+108,170
33
$5.85M 0.51%
73,290
-40,393
34
$5.8M 0.5%
31,848
+3,472
35
$5.43M 0.47%
85,005
+15,729
36
$4.47M 0.39%
21,754
-1,012
37
$4.46M 0.39%
55,968
+11,270
38
$3.6M 0.31%
34,250
-16,000
39
$3.47M 0.3%
5,972
-29
40
$3.04M 0.26%
6,031
+1,273
41
$2.54M 0.22%
42,231
-510
42
$2.33M 0.2%
13,327
+240
43
$2.2M 0.19%
10,984
+815
44
$2.17M 0.19%
20,811
-3,773
45
$2.02M 0.18%
8,770
-230
46
$1.87M 0.16%
32,508
-1,870
47
$1.86M 0.16%
15,997
+307
48
$1.79M 0.16%
31,532
-10,000
49
$1.46M 0.13%
11,388
50
$1.37M 0.12%
3,262
-142
1
2
3 4 5