HTC

Hershey Trust Company Portfolio holdings

AUM $9.41B
1-Year Est. Return 0.34%
This Quarter Est. Return
1 Year Est. Return
-0.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.41B
AUM Growth
-$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$961K
3
+$277K

Top Sells

1
+$6.86M
2
+$4.73M
3
+$1.17M
4
DASH icon
DoorDash
DASH
+$73.7K

Sector Composition

1 Consumer Staples 3.64%
2 Technology 0.01%
3 Consumer Discretionary 0.01%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HSY icon
1
Hershey
HSY
$34.7B
$343M 3.64%
2,066,397
IOT icon
2
Samsara
IOT
$22.1B
$1.12M 0.01%
+28,067
ABNB icon
3
Airbnb
ABNB
$77.3B
$961K 0.01%
+7,259
NU icon
4
Nu Holdings
NU
$77.6B
$399K ﹤0.01%
29,046
-500,018
PONY
5
Pony AI Inc
PONY
$7.02B
$277K ﹤0.01%
+20,948
DASH icon
6
DoorDash
DASH
$109B
– –
-403
SNOW icon
7
Snowflake
SNOW
$91.9B
– –
-32,336
WRBY icon
8
Warby Parker
WRBY
$2.35B
– –
-63,994