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
$9.28B
AUM Growth
+$556M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.49M
3
+$2.23M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$2.17M
5
W icon
Wayfair
W
+$949K

Top Sells

1
+$8.74M
2
+$1.74M
3
+$580K
4
CRSP icon
CRISPR Therapeutics
CRSP
+$412K
5
NOAH
Noah Holdings
NOAH
+$191K

Sector Composition

1 Consumer Staples 0.08%
2 Healthcare 0.05%
3 Technology 0.04%
4 Consumer Discretionary 0.02%
5 Financials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$100K ﹤0.01%
2,138
-1,000
27
$83K ﹤0.01%
16,139
28
$67K ﹤0.01%
+10,235
29
$59K ﹤0.01%
+8,473
30
$48K ﹤0.01%
+491
31
$1K ﹤0.01%
134
32
– –
-4,925
33
– –
-3,800
34
– –
-10,000
35
– –
-102,846
1
2