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
$1.05B
AUM Growth
+$92.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.93M
3
+$1.77M
4
AMZN icon
Amazon
AMZN
+$1.42M
5
NEE icon
NextEra Energy
NEE
+$1.25M

Top Sells

1
+$5.72M
2
+$5.2M
3
+$3.05M
4
CVS icon
CVS Health
CVS
+$2.55M
5
EW icon
Edwards Lifesciences
EW
+$2.39M

Sector Composition

1 Technology 29.08%
2 Healthcare 22.25%
3 Industrials 13.4%
4 Consumer Discretionary 11.71%
5 Financials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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7,277
-324
77
$423K 0.04%
8,373
+153
78
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79
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80
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2,106
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81
$404K 0.04%
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82
$393K 0.04%
2,395
83
$379K 0.04%
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84
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85
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86
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665
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88
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91
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92
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94
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95
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96
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97
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700
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98
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850
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100
$245K 0.02%
6,065
1 2 3
4
5