HTC

Hershey Trust Company Portfolio holdings

AUM $10.6B
1-Year Est. Return 0.03%
This Quarter Est. Return
1 Year Est. Return
-0.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.72B
AUM Growth
+$855M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.1M
3
+$3.53M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.4M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$569K

Top Sells

1
+$1.54M
2
+$391K
3
+$240K
4
FVRR icon
Fiverr
FVRR
+$153K
5
ZEPP
Zepp Health
ZEPP
+$136K

Sector Composition

1 Consumer Staples 0.08%
2 Healthcare 0.02%
3 Financials 0.01%
4 Technology 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,755
1
2