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
$1.05B
AUM Growth
+$92.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.93M
3
+$1.77M
4
AMZN icon
Amazon
AMZN
+$1.42M
5
NEE icon
NextEra Energy
NEE
+$1.25M

Top Sells

1
+$5.72M
2
+$5.2M
3
+$3.05M
4
CVS icon
CVS Health
CVS
+$2.55M
5
EW icon
Edwards Lifesciences
EW
+$2.39M

Sector Composition

1 Technology 29.08%
2 Healthcare 22.25%
3 Industrials 13.4%
4 Consumer Discretionary 11.71%
5 Financials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.11%
8,125
+620
52
$1.1M 0.11%
1,668
+329
53
$1.05M 0.1%
1,884
-75
54
$963K 0.09%
8,829
-11,177
55
$941K 0.09%
7,784
-692
56
$912K 0.09%
11,493
-165
57
$811K 0.08%
3,115
+529
58
$809K 0.08%
4,500
59
$790K 0.08%
2,638
-642
60
$789K 0.08%
3,010
-6,160
61
$747K 0.07%
13,355
-25,075
62
$710K 0.07%
943
+239
63
$696K 0.07%
574
-61
64
$674K 0.06%
1,419
+27
65
$633K 0.06%
22,000
+125
66
$611K 0.06%
12,168
+909
67
$600K 0.06%
6,030
+2,245
68
$594K 0.06%
2,266
-550
69
$583K 0.06%
8,048
+498
70
$563K 0.05%
5,983
-4
71
$551K 0.05%
9,354
-200
72
$531K 0.05%
8,147
+693
73
$520K 0.05%
6,519
-3,203
74
$512K 0.05%
3,131
-749
75
$502K 0.05%
2,220
-10
1 2
3
4 5