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HTHT

Hemenway Trust Hemenway Trust Portfolio holdings

AUM $1.24B
1-Year Est. Return 16.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
-$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$5.11M
3
+$4.87M
4
UBER icon
Uber
UBER
+$4.02M
5
APUS
Apimeds Pharmaceuticals US
APUS
+$3.71M

Top Sells

1
+$7.78M
2
+$6.87M
3
+$4.13M
4
ADI icon
Analog Devices
ADI
+$4M
5
FISV
Fiserv Inc
FISV
+$3.16M

Sector Composition

1 Technology 30.27%
2 Healthcare 16.26%
3 Industrials 12.37%
4 Consumer Discretionary 10.7%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
101
Palantir
PLTR
$314B
$263K 0.02%
1,800
VOOV icon
102
Vanguard S&P 500 Value ETF
VOOV
$6.53B
$258K 0.02%
1,266
DCI icon
103
Donaldson
DCI
$10.1B
$255K 0.02%
3,000
TT icon
104
Trane Technologies
TT
$107B
$250K 0.02%
600
VTEI icon
105
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.46B
$248K 0.02%
2,483
CEF icon
106
Sprott Physical Gold and Silver Trust
CEF
$8.35B
$246K 0.02%
5,160
-2,000
CSCO icon
107
Cisco
CSCO
$471B
$237K 0.02%
3,053
-391
PHYS icon
108
Sprott Physical Gold
PHYS
$15.6B
$233K 0.02%
+6,570
MDLZ icon
109
Mondelez International
MDLZ
$78.6B
$231K 0.02%
4,000
E icon
110
ENI
E
$74.5B
$226K 0.02%
+4,000
GDX icon
111
VanEck Gold Miners ETF
GDX
$26.5B
$220K 0.02%
2,400
QUAL icon
112
iShares MSCI USA Quality Factor ETF
QUAL
$46.6B
$220K 0.02%
1,145
-5
CVS icon
113
CVS Health
CVS
$128B
$216K 0.02%
3,013
-40
UHS icon
114
Universal Health Services
UHS
$8.93B
$215K 0.02%
1,200
IWD icon
115
iShares Russell 1000 Value ETF
IWD
$77.2B
$214K 0.02%
+1,000
DLR icon
116
Digital Realty Trust
DLR
$66.5B
$207K 0.02%
+1,150
GEV icon
117
GE Vernova
GEV
$270B
$207K 0.02%
+237
THM
118
International Tower Hill Mines
THM
$604M
$192K 0.02%
83,400
RIOT icon
119
Riot Platforms
RIOT
$10.6B
$163K 0.01%
13,150
+2,700
BLK icon
120
Blackrock
BLK
$164B
– –
-227
QCOM icon
121
Qualcomm
QCOM
$231B
– –
-1,605
TSLA icon
122
Tesla
TSLA
$1.52T
– –
-523
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