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
$370M
AUM Growth
-$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1 +$2.35M
2 +$2.23M
3 +$2.01M
4
DHR icon
Danaher
DHR
+$1.96M
5
UL icon
Unilever
UL
+$808K

Top Sells

1 +$5.64M
2 +$2.73M
3 +$803K
4
MCK icon
McKesson
MCK
+$739K
5
BOH icon
Bank of Hawaii
BOH
+$706K

Sector Composition

1 Healthcare 22.04%
2 Technology 20.45%
3 Industrials 15.11%
4 Consumer Staples 10.69%
5 Energy 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-8,331
152
-8,614
153
-12,717
154
-3,433
155
-2,786
156
-7,630
157
-20,599