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
76
$478K 0.08%
+2,555
77
$478K 0.08%
11,869
-770
78
$465K 0.08%
6,150
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79
$448K 0.07%
7,620
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80
$448K 0.07%
5,966
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81
$447K 0.07%
31,000
82
$418K 0.07%
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5,726
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96
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8,925
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97
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950
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98
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2,540
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99
$271K 0.04%
1,121
100
$261K 0.04%
+3,000