HTHT
Hemenway Trust Hemenway Trust Portfolio holdings
AUM
$1.29B
1-Year Return
12.43%
This Quarter Return
+7.46%
1 Year Return
+12.43%
3 Year Return
+67.12%
5 Year Return
+103.95%
10 Year Return
+272.81%
AUM
$1.29B
AUM Growth
+$64.2M
(+5.2%)
Cap. Flow
-$1.99M
Cap. Flow
% of AUM
-0.15%
Top 10 Holdings %
Top 10 Hldgs %
41.52%
Holding
134
New
7
Increased
29
Reduced
68
Closed
7
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$6.56M |
| 2 |
American Express
AXP
|
$6.12M |
| 3 |
Uber
UBER
|
$5.66M |
| 4 |
Eli Lilly
LLY
|
$4.89M |
| 5 |
Charles Schwab
SCHW
|
$4.58M |
Top Sells
| 1 |
Ball Corp
BALL
|
$7.27M |
| 2 |
Canadian National Railway
CNI
|
$6.55M |
| 3 |
Rockwell Automation
ROK
|
$4.04M |
| 4 |
Automatic Data Processing
ADP
|
$3.09M |
| 5 |
Mastercard
MA
|
$2.93M |
Sector Composition
| 1 | Technology | 31.35% |
| 2 | Healthcare | 17.15% |
| 3 | Industrials | 13.47% |
| 4 | Consumer Discretionary | 10.45% |
| 5 | Financials | 7.1% |
