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
$1.17B
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$6.06M
2 +$6.03M
3 +$5.81M
4
BALL icon
Ball Corp
BALL
+$5.23M
5
CRWD icon
CrowdStrike
CRWD
+$575K

Top Sells

1 +$8.31M
2 +$7.42M
3 +$3.99M
4
CVS icon
CVS Health
CVS
+$2.81M
5
ADI icon
Analog Devices
ADI
+$2.11M

Sector Composition

1 Technology 31.02%
2 Healthcare 19.46%
3 Industrials 13.07%
4 Consumer Discretionary 11.61%
5 Communication Services 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
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5,085
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