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
$620M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.38M
3
+$2.89M
4
AAPL icon
Apple
AAPL
+$2.85M
5
BDX icon
Becton Dickinson
BDX
+$2.83M

Top Sells

1
+$3.07M
2
+$1.94M
3
+$1.17M
4
EMR icon
Emerson Electric
EMR
+$1.06M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.04M

Sector Composition

1 Healthcare 21.99%
2 Technology 21.11%
3 Industrials 13.9%
4 Financials 9.45%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$258K 0.04%
5,186
+1,983
102
$258K 0.04%
2,057
-200
103
$257K 0.04%
5,150
104
$240K 0.04%
+1,960
105
$235K 0.04%
2,013
-26,298
106
$235K 0.04%
+4,885
107
$234K 0.04%
1,750
-50
108
$228K 0.04%
+1,432
109
$220K 0.04%
+3,290
110
$212K 0.03%
2,000
-450
111
$204K 0.03%
+765
112
$200K 0.03%
3,600
-726
113
– –
-3,749
114
– –
-18,089
1 2 3 4
5