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
$944M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.98M
3
+$2.62M
4
BDX icon
Becton Dickinson
BDX
+$2.12M
5
DIS icon
Walt Disney
DIS
+$1.66M

Top Sells

1
+$5.65M
2
+$4.23M
3
+$1.88M
4
ADI icon
Analog Devices
ADI
+$1.22M
5
INTC icon
Intel
INTC
+$1.18M

Sector Composition

1 Technology 26.21%
2 Healthcare 23.8%
3 Industrials 14.91%
4 Consumer Discretionary 9.97%
5 Financials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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5,042
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77
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3,701
+351
78
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642
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88
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90
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95
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96
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850
97
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98
$265K 0.03%
1,175
99
$261K 0.03%
635
100
$256K 0.03%
1,547
-7
1 2 3
4
5