HTHT
Hemenway Trust Hemenway Trust Portfolio holdings
AUM
$1.29B
This Quarter Return
-14.59%
1 Year Return
+12.43%
3 Year Return
+67.12%
5 Year Return
+103.95%
10 Year Return
+272.81%
AUM
$591M
AUM Growth
-$104M
(-15%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
2.21%
Top 10 Holdings %
Top 10 Hldgs %
35.49%
Holding
135
New
2
Increased
53
Reduced
47
Closed
17
Top Buys
| 1 |
Digital Realty Trust
DLR
|
$5.13M |
| 2 |
EOG Resources
EOG
|
$3.11M |
| 3 |
UnitedHealth
UNH
|
$2.87M |
| 4 |
Johnson & Johnson
JNJ
|
$2.34M |
| 5 |
Walt Disney
DIS
|
$2.25M |
Top Sells
| 1 |
3M
MMM
|
$2.98M |
| 2 |
IPG Photonics
IPGP
|
$2.68M |
| 3 |
Chubb
CB
|
$1.59M |
| 4 |
Apple
AAPL
|
$1.3M |
| 5 |
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% |
