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
$769M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$4.22M
3
+$2.16M
4
UNH icon
UnitedHealth
UNH
+$1.86M
5
XYL icon
Xylem
XYL
+$928K

Top Sells

1
+$7.22M
2
+$3.8M
3
+$2.49M
4
MSFT icon
Microsoft
MSFT
+$1.84M
5
PYPL icon
PayPal
PYPL
+$1.23M

Sector Composition

1 Healthcare 23.19%
2 Technology 19.66%
3 Industrials 11.43%
4 Financials 8.98%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$232K 0.03%
914
-122
102
$231K 0.03%
5,990
103
$229K 0.03%
5,589
-800
104
$220K 0.03%
1,175
105
$209K 0.03%
+2,438
106
$204K 0.03%
2,500
107
$201K 0.03%
600
-150
108
$190K 0.02%
6,107
-602
109
$183K 0.02%
11,597
-584
110
– –
-22,738
111
– –
-13,216
112
– –
-11,362
113
– –
-695
1 2 3 4
5