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
$11.9B
AUM Growth
+$1.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$5.18M
3
+$2.52M
4
DOCS icon
Doximity
DOCS
+$2.5M
5
TDOC icon
Teladoc Health
TDOC
+$2.19M

Top Sells

1
+$212K
2
+$148K
3
+$126K
4
QNCX icon
Quince Therapeutics
QNCX
+$63K
5
FULC icon
Fulcrum Therapeutics
FULC
+$461

Sector Composition

1 Consumer Discretionary 0.17%
2 Healthcare 0.12%
3 Consumer Staples 0.08%
4 Technology 0.07%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$171K ﹤0.01%
+6,858
27
$160K ﹤0.01%
+3,696
28
$140K ﹤0.01%
7,903
-26
29
$118K ﹤0.01%
+445
30
$113K ﹤0.01%
8,791
31
$106K ﹤0.01%
+5,143
32
$89K ﹤0.01%
3,841
+259
33
$83K ﹤0.01%
2,667
34
$75K ﹤0.01%
+4,723
35
$72K ﹤0.01%
243
36
$72K ﹤0.01%
+2,914
37
$55K ﹤0.01%
+3,003
38
$5K ﹤0.01%
+13
39
– –
-1,268
40
– –
-19,998
41
– –
-691
42
– –
-16,952
1
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