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
76
$491K 0.06%
6,551
-3,000
77
$488K 0.06%
10,545
78
$480K 0.06%
2,142
-642
79
$470K 0.06%
2,025
80
$462K 0.06%
1,550
-685
81
$455K 0.06%
21,143
-1,503
82
$448K 0.06%
5,466
83
$431K 0.06%
3,353
+200
84
$425K 0.06%
6,885
-25
85
$396K 0.05%
5,650
86
$391K 0.05%
2,000
-550
87
$389K 0.05%
3,346
-26
88
$382K 0.05%
1,785
-25
89
$366K 0.05%
2,155
-3,280
90
$353K 0.05%
300
-50
91
$345K 0.04%
3,425
-250
92
$307K 0.04%
914
-245
93
$288K 0.04%
6,200
-50
94
$286K 0.04%
2,000
95
$283K 0.04%
6,825
96
$279K 0.04%
2,690
97
$275K 0.04%
775
98
$253K 0.03%
3,200
+200
99
$247K 0.03%
+1,495
100
$245K 0.03%
+1,082
1 2 3
4
5