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
$620M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.38M
3
+$2.89M
4
AAPL icon
Apple
AAPL
+$2.85M
5
BDX icon
Becton Dickinson
BDX
+$2.83M

Top Sells

1
+$3.07M
2
+$1.94M
3
+$1.17M
4
EMR icon
Emerson Electric
EMR
+$1.06M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.04M

Sector Composition

1 Healthcare 21.99%
2 Technology 21.11%
3 Industrials 13.9%
4 Financials 9.45%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.22%
6,087
-615
52
$1.28M 0.21%
4,527
-6,863
53
$1.22M 0.2%
3,511
-187
54
$1.2M 0.19%
50,680
+3,476
55
$1.12M 0.18%
5,660
+79
56
$1.06M 0.17%
3,867
+147
57
$918K 0.15%
21,075
-7,575
58
$878K 0.14%
1,214
-131
59
$823K 0.13%
15,464
-560
60
$785K 0.13%
15,160
-1,240
61
$773K 0.12%
5,386
-325
62
$766K 0.12%
32,355
-3,340
63
$717K 0.12%
10,740
-370
64
$707K 0.11%
11,953
+440
65
$693K 0.11%
14,789
+1,085
66
$652K 0.11%
8,656
+600
67
$639K 0.1%
3,345
-695
68
$610K 0.1%
11,351
+675
69
$575K 0.09%
6,309
70
$568K 0.09%
13,775
+25
71
$559K 0.09%
3,580
-215
72
$515K 0.08%
3,087
+602
73
$506K 0.08%
3,525
-150
74
$486K 0.08%
475
-25
75
$481K 0.08%
8,850
-475
1 2
3
4 5