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
$7.87B
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$296K
3
+$208K
4
FVRR icon
Fiverr
FVRR
+$153K
5
PHR icon
Phreesia
PHR
+$101K

Top Sells

1
+$14.7M
2
+$8.53M
3
+$2.43M
4
GH icon
Guardant Health
GH
+$2.32M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.74M

Sector Composition

1 Consumer Staples 0.08%
2 Healthcare 0.03%
3 Financials 0.01%
4 Technology 0.01%
5 Communication Services 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,769
27
– –
-10,343
28
– –
-31,339
29
– –
-11,624
1
2