HTC

Hershey Trust Company Portfolio holdings

AUM $10.3B
1-Year Est. Return 0.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.3B
AUM Growth
-$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$18.2K

Top Sells

1
+$1.07M
2
+$812K
3
+$733K
4
FRSH icon
Freshworks
FRSH
+$124K
5
PONY
Pony AI Inc
PONY
+$94.2K

Sector Composition

1 Consumer Staples 3.65%
2 Technology 0%
3 Consumer Discretionary 0%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HSY icon
1
Hershey
HSY
$43.5B
$376M 3.65%
2,066,133
-86
IOT icon
2
Samsara
IOT
$19.6B
$476K ﹤0.01%
13,432
-20,988
ABNB icon
3
Airbnb
ABNB
$79.3B
$186K ﹤0.01%
1,374
-5,885
ALEC icon
4
Alector
ALEC
$230M
$32.1K ﹤0.01%
20,572
+10,286
FRSH icon
5
Freshworks
FRSH
$2.29B
– –
-10,505
PDD icon
6
Pinduoduo
PDD
$143B
– –
-8,123
PONY
7
Pony AI Inc
PONY
$4.75B
– –
-4,188