HTHT

Hemenway Trust Hemenway Trust Portfolio holdings

AUM $1.24B
1-Year Est. Return 16.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.28M
3
+$3.42M
4
SCHW icon
Charles Schwab
SCHW
+$2.98M
5
UBER icon
Uber
UBER
+$2.81M

Top Sells

1
+$6.38M
2
+$3.12M
3
+$3.08M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.07M
5
MA icon
Mastercard
MA
+$2.94M

Sector Composition

1 Technology 31.79%
2 Healthcare 16.35%
3 Industrials 12.92%
4 Consumer Discretionary 10.69%
5 Financials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.13%
14,250
-1,000
52
$1.63M 0.13%
2,454
-77
53
$1.5M 0.11%
13,275
54
$1.44M 0.11%
1,556
-70
55
$976K 0.07%
2,670
-90
56
$972K 0.07%
3,445
-145
57
$865K 0.07%
2,340
-15
58
$845K 0.06%
10,787
59
$840K 0.06%
1,314
-55
60
$813K 0.06%
9,280
-1,366
61
$771K 0.06%
2,258
-157
62
$767K 0.06%
6,845
-50
63
$683K 0.05%
2,070
-130
64
$680K 0.05%
4,840
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65
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4,160
-10
66
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2,316
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67
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7,705
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68
$614K 0.05%
500
69
$591K 0.05%
883
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70
$591K 0.05%
11,717
-105
71
$575K 0.04%
2,992
-245
72
$547K 0.04%
9,123
-1,500
73
$541K 0.04%
4,050
-200
74
$529K 0.04%
720
-20
75
$527K 0.04%
4,110
-25
1 2
3
4 5