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
$719M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$3.15M
3
+$1.73M
4
BDX icon
Becton Dickinson
BDX
+$1.43M
5
CVX icon
Chevron
CVX
+$908K

Top Sells

1
+$4.19M
2
+$3.36M
3
+$1.82M
4
EMR icon
Emerson Electric
EMR
+$733K
5
DHR icon
Danaher
DHR
+$578K

Sector Composition

1 Healthcare 23.41%
2 Technology 21.06%
3 Industrials 10.77%
4 Financials 9.3%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$248K 0.03%
+6,389
102
$246K 0.03%
750
-125
103
$244K 0.03%
+1,036
104
$244K 0.03%
3,000
-100
105
$235K 0.03%
775
-50
106
$235K 0.03%
5,990
-760
107
$228K 0.03%
6,709
-132
108
$221K 0.03%
12,181
+15
109
$202K 0.03%
+2,500
110
$202K 0.03%
+1,175
111
– –
-15,375
112
– –
-3,000
1 2 3 4
5