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
51
$1.47M 0.19%
8,943
+4,426
52
$1.46M 0.19%
10,548
-5
53
$1.32M 0.17%
65,197
+24,562
54
$1.3M 0.17%
48,020
55
$1.1M 0.14%
31,961
-4,366
56
$1.06M 0.14%
1,098
+25
57
$997K 0.13%
14,372
+3,676
58
$969K 0.13%
2,893
-260
59
$947K 0.12%
4,543
+274
60
$915K 0.12%
9,507
-675
61
$826K 0.11%
4,275
-21
62
$777K 0.1%
22,305
-87
63
$751K 0.1%
12,700
+475
64
$710K 0.09%
11,660
65
$691K 0.09%
31,000
66
$668K 0.09%
3,339
+316
67
$659K 0.09%
2,516
+926
68
$628K 0.08%
12,729
-730
69
$625K 0.08%
10,508
+536
70
$604K 0.08%
1,231
+331
71
$586K 0.08%
2,331
+507
72
$586K 0.08%
6,040
-500
73
$573K 0.07%
9,212
-535
74
$557K 0.07%
9,689
-525
75
$544K 0.07%
7,400
+2,140
1 2
3
4 5