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
$591M
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$5.13M
2 +$3.11M
3 +$2.87M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.34M
5
DIS icon
Walt Disney
DIS
+$2.25M

Top Sells

1 +$2.98M
2 +$2.68M
3 +$1.59M
4
AAPL icon
Apple
AAPL
+$1.3M
5
FTV icon
Fortive
FTV
+$1.14M

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
103
-4,900
104
-4,398
105
-937
106
-3,292
107
-1,365
108
-3,255
109
-2,500
110
-2,125
111
-5,300
112
-1,575
113
-3,508
114
-1,464
115
-2,000
116
-1,750
117
-6,294
118
-10,480