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
$1.05B
AUM Growth
+$92.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.93M
3
+$1.77M
4
AMZN icon
Amazon
AMZN
+$1.42M
5
NEE icon
NextEra Energy
NEE
+$1.25M

Top Sells

1
+$5.72M
2
+$5.2M
3
+$3.05M
4
CVS icon
CVS Health
CVS
+$2.55M
5
EW icon
Edwards Lifesciences
EW
+$2.39M

Sector Composition

1 Technology 29.08%
2 Healthcare 22.25%
3 Industrials 13.4%
4 Consumer Discretionary 11.71%
5 Financials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$236K 0.02%
+1,629
102
$236K 0.02%
1,750
-250
103
$236K 0.02%
4,590
-2,019
104
$229K 0.02%
+1,500
105
$218K 0.02%
+620
106
$217K 0.02%
+644
107
$216K 0.02%
+4,500
108
$212K 0.02%
+1,900
109
$210K 0.02%
1,549
-42,210
110
$206K 0.02%
2,500
-200
111
– –
-710
112
– –
-64,146
113
– –
-3,139
114
– –
-2,983
115
– –
-28,051
1 2 3 4
5