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
$954M
AUM Growth
-$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.88M
3
+$1.06M
4
UNH icon
UnitedHealth
UNH
+$1.01M
5
DHR icon
Danaher
DHR
+$964K

Top Sells

1
+$8.79M
2
+$5.4M
3
+$4.3M
4
CVS icon
CVS Health
CVS
+$1.89M
5
NVDA icon
NVIDIA
NVDA
+$1.12M

Sector Composition

1 Technology 27.15%
2 Healthcare 24.38%
3 Industrials 12.6%
4 Consumer Discretionary 11.09%
5 Communication Services 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$464K 0.05%
2,230
-1,010
77
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7,601
-75
78
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8,220
-332
79
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6,586
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80
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704
81
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11,259
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82
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83
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95
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96
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97
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98
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100
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$252K 0.03%
1,910
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1 2 3
4
5