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
$648M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$1.81M
3
+$1.58M
4
MSFT icon
Microsoft
MSFT
+$719K
5
DIS icon
Walt Disney
DIS
+$669K

Top Sells

1
+$2.99M
2
+$2.01M
3
+$806K
4
DHR icon
Danaher
DHR
+$796K
5
CELG
Celgene Corp
CELG
+$448K

Sector Composition

1 Healthcare 22.44%
2 Technology 20.79%
3 Industrials 13.29%
4 Financials 9.51%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$253K 0.04%
+6,065
102
$250K 0.04%
1,432
103
$247K 0.04%
4,713
-172
104
$246K 0.04%
1,900
-157
105
$238K 0.04%
2,300
-240
106
$230K 0.04%
2,000
107
$229K 0.04%
3,748
+458
108
$228K 0.04%
1,750
109
$225K 0.03%
765
110
$224K 0.03%
4,100
-1,865
111
$220K 0.03%
3,900
+300
112
$218K 0.03%
+1,925
113
$210K 0.03%
2,400
-600
114
– –
-1,547
115
– –
-2,013
1 2 3 4
5