HTHT

Hemenway Trust Hemenway Trust Portfolio holdings

AUM $1.24B
1-Year Est. Return 16.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.28M
3
+$3.42M
4
SCHW icon
Charles Schwab
SCHW
+$2.98M
5
UBER icon
Uber
UBER
+$2.81M

Top Sells

1
+$6.38M
2
+$3.12M
3
+$3.08M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.07M
5
MA icon
Mastercard
MA
+$2.94M

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
$16.6M 1.27%
22
-3
27
$14.5M 1.11%
154,132
-23,664
28
$13.5M 1.03%
137,918
+30,032
29
$13.5M 1.03%
17,707
+5,752
30
$12.1M 0.93%
51,030
+3,311
31
$10.8M 0.83%
48,996
32
$10.4M 0.8%
31,339
+10,749
33
$10.3M 0.79%
50,157
+27,078
34
$8.52M 0.65%
112,869
+355
35
$8.18M 0.63%
85,682
+31,417
36
$5.98M 0.46%
25,297
-30
37
$5.26M 0.4%
22,719
-634
38
$4.34M 0.33%
78,167
-45,561
39
$3.84M 0.29%
7,821
+131
40
$3.77M 0.29%
50,653
+7,529
41
$3.58M 0.27%
18,027
-291
42
$3.34M 0.26%
32,417
-595
43
$3.23M 0.25%
10,226
-348
44
$2.85M 0.22%
23,025
-2,795
45
$2.38M 0.18%
49,862
+9,966
46
$2.29M 0.18%
4,723
-230
47
$2.22M 0.17%
8,111
-105
48
$2.17M 0.17%
4,315
-58
49
$2.04M 0.16%
2,103
+462
50
$1.79M 0.14%
7,355
-875
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2
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