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
$1.15B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1 +$6.79M
2 +$6.29M
3 +$4.53M
4
CVX icon
Chevron
CVX
+$4.27M
5
DHR icon
Danaher
DHR
+$1.22M

Top Sells

1 +$6.98M
2 +$3.76M
3 +$3.22M
4
NVDA icon
NVIDIA
NVDA
+$2.49M
5
NTAP icon
NetApp
NTAP
+$1.68M

Sector Composition

1 Technology 29.44%
2 Healthcare 20.98%
3 Industrials 13.27%
4 Consumer Discretionary 12.24%
5 Financials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.34M 0.12%
6,784
-1,005
52
$1.24M 0.11%
8,145
+20
53
$1.22M 0.11%
9,223
+394
54
$1.2M 0.1%
1,636
-32
55
$1.05M 0.09%
1,078
+135
56
$986K 0.09%
1,827
-57
57
$960K 0.08%
7,510
-274
58
$958K 0.08%
10,860
-633
59
$928K 0.08%
1,774
+355
60
$924K 0.08%
2,583
-55
61
$867K 0.08%
3,010
62
$835K 0.07%
13,570
+215
63
$782K 0.07%
4,250
-250
64
$774K 0.07%
2,772
-343
65
$772K 0.07%
7,243
+1,213
66
$764K 0.07%
574
67
$724K 0.06%
1,377
+712
68
$678K 0.06%
7,098
-12,382
69
$677K 0.06%
3,546
+415
70
$608K 0.05%
2,266
71
$575K 0.05%
20,725
-1,275
72
$574K 0.05%
11,438
+6,938
73
$572K 0.05%
9,354
74
$570K 0.05%
8,147
75
$544K 0.05%
6,039
-480