HTHT

Hemenway Trust Hemenway Trust Portfolio holdings

AUM $1.31B
1-Year Est. Return 18.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$591M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$5.63M
2 +$4.69M
3 +$3.17M
4
DIS icon
Walt Disney
DIS
+$2.94M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.53M

Top Sells

1 +$3.43M
2 +$3.18M
3 +$2.04M
4
AAPL icon
Apple
AAPL
+$1.5M
5
FTV icon
Fortive
FTV
+$1.43M

Sector Composition

1 Healthcare 24.06%
2 Technology 20.66%
3 Industrials 11.59%
4 Financials 8.51%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$204K 0.03%
695
+95
102
$174K 0.03%
12,166
+510
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-2,125