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
$526M
AUM Growth
+$653K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$683K
3
+$628K
4
NVDA icon
NVIDIA
NVDA
+$620K
5
CB icon
Chubb
CB
+$587K

Top Sells

1
+$542K
2
+$539K
3
+$482K
4
IRM icon
Iron Mountain
IRM
+$461K
5
TR icon
Tootsie Roll Industries
TR
+$331K

Sector Composition

1 Technology 23.51%
2 Healthcare 21.82%
3 Industrials 14.31%
4 Financials 8.29%
5 Consumer Staples 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.31%
11,972
+1,777
52
$1.55M 0.29%
10,638
+2,834
53
$1.39M 0.27%
5,293
-955
54
$1.35M 0.26%
12,328
+1,461
55
$1.25M 0.24%
58,040
+1,780
56
$1.16M 0.22%
28,424
-1,000
57
$1.08M 0.2%
39,995
-1,160
58
$1.04M 0.2%
1,818
+428
59
$1.03M 0.2%
10,241
+1,363
60
$1.02M 0.19%
6,356
-211
61
$1M 0.19%
6,416
-75
62
$889K 0.17%
13,580
-100
63
$877K 0.17%
35,268
+7,328
64
$784K 0.15%
17,404
65
$747K 0.14%
3,619
+260
66
$736K 0.14%
9,173
+505
67
$734K 0.14%
16,904
-1,550
68
$726K 0.14%
3,552
+825
69
$724K 0.14%
11,445
+500
70
$708K 0.13%
11,802
+380
71
$658K 0.13%
4,140
+410
72
$649K 0.12%
13,563
+500
73
$643K 0.12%
8,880
+1,640
74
$589K 0.11%
7,625
75
$583K 0.11%
4,874
-180
1 2
3
4 5