HTHT

Hemenway Trust Hemenway Trust Portfolio holdings

AUM $1.31B
1-Year Est. Return 18.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.38%
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 +$1.38M
2 +$731K
3 +$629K
4
ADI icon
Analog Devices
ADI
+$627K
5
CB icon
Chubb
CB
+$622K

Top Sells

1 +$585K
2 +$539K
3 +$524K
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
-11,507
128
-3,669
129
-12,209
130
-2,671