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
$526M
AUM Growth
+$653K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$683K
3 +$628K
4
NVDA icon
NVIDIA
NVDA
+$620K
5
CB icon
Chubb
CB
+$587K

Top Sells

1 +$542K
2 +$539K
3 +$482K
4
IRM icon
Iron Mountain
IRM
+$461K
5
TR icon
Tootsie Roll Industries
TR
+$331K

Sector Composition

1 Technology 23.51%
2 Healthcare 21.82%
3 Industrials 14.31%
4 Financials 8.29%
5 Consumer Staples 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,488
127
-12,209
128
-2,671
129
-11,507
130
-3,669