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
$525M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$3.5M
2 +$2.7M
3 +$1.51M
4
SEP
Spectra Engy Parters Lp
SEP
+$1.19M
5
RTX icon
RTX Corp
RTX
+$933K

Top Sells

1 +$3.4M
2 +$2.74M
3 +$1.84M
4
HP icon
Helmerich & Payne
HP
+$989K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$934K

Sector Composition

1 Technology 22.32%
2 Healthcare 21.44%
3 Industrials 14.99%
4 Financials 7.83%
5 Consumer Staples 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,200
127
-2,129
128
-12,582