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
$490M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$3.05M
3
+$2.17M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.04M
5
PYPL icon
PayPal
PYPL
+$609K

Top Sells

1
+$3.96M
2
+$1.87M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.56M
5
ABT icon
Abbott
ABT
+$1.42M

Sector Composition

1 Healthcare 23.13%
2 Technology 21.43%
3 Industrials 13.53%
4 Financials 9.22%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$235K 0.05%
5,150
-50
102
$232K 0.05%
2,450
103
$228K 0.05%
1,121
104
$210K 0.04%
1,800
105
$207K 0.04%
4,326
106
$116K 0.02%
3,203
-620
107
– –
-765
108
– –
-7,637
109
– –
-1,797
110
– –
-4,050
111
– –
-4,084
112
– –
-2,670
113
– –
-1,267
1 2 3 4
5