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
$10.4B
AUM Growth
-$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1 +$24.7M
2 +$4.8M
3 +$3.38M
4
UBER icon
Uber
UBER
+$3.09M
5
ABNB icon
Airbnb
ABNB
+$2.15M

Top Sells

1 +$2.17M
2 +$771K
3 +$393K
4
CRNX icon
Crinetics Pharmaceuticals
CRNX
+$373K
5
EB icon
Eventbrite
EB
+$330K

Sector Composition

1 Healthcare 0.1%
2 Consumer Discretionary 0.1%
3 Consumer Staples 0.08%
4 Technology 0.05%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$94K ﹤0.01%
243
27
$63K ﹤0.01%
+691
28
-371
29
-491
30
-12,836
31
-19,778
32
-1,563
33
-17,343
34
-253
35
-8,807
36
-5,258
37
-59,360
38
-24,728
39
-2,138
40
-8,861