HTHT

Hemenway Trust Hemenway Trust Portfolio holdings

AUM $1.24B
1-Year Est. Return 16.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.28M
3
+$3.42M
4
SCHW icon
Charles Schwab
SCHW
+$2.98M
5
UBER icon
Uber
UBER
+$2.81M

Top Sells

1
+$6.38M
2
+$3.12M
3
+$3.08M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.07M
5
MA icon
Mastercard
MA
+$2.94M

Sector Composition

1 Technology 31.79%
2 Healthcare 16.35%
3 Industrials 12.92%
4 Consumer Discretionary 10.69%
5 Financials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$250K 0.02%
4,000
-307
102
$249K 0.02%
2,483
103
$246K 0.02%
3,000
104
$245K 0.02%
1,200
105
$245K 0.02%
750
106
$243K 0.02%
+7,232
107
$238K 0.02%
3,153
108
$235K 0.02%
7,500
109
$233K 0.02%
+523
110
$208K 0.02%
3,042
-791
111
$137K 0.01%
83,400
112
– –
-1,150
113
– –
-5,512
114
– –
-37,058
115
– –
-590
1 2 3 4
5