HTC
Hershey Trust Company Portfolio holdings
AUM
$9.41B
This Quarter Return
+0.45%
1 Year Return
-0.34%
3 Year Return
-1.36%
5 Year Return
-1.34%
10 Year Return
+3.1%
AUM
$6.69B
AUM Growth
–
Cap. Flow
+$6.69B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
98.13%
Holding
118
New
118
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Hershey
HSY
|
$1.12B |
| 2 |
Enterprise Products Partners
EPD
|
$8.06M |
| 3 |
Plains All American Pipeline
PAA
|
$6.51M |
| 4 |
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
|
$5M |
| 5 |
ETP
Energy Transfer Partners L.p.
ETP
|
$4.75M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 16.8% |
| 2 | Energy | 0.78% |
| 3 | Technology | 0.39% |
| 4 | Industrials | 0.3% |
| 5 | Financials | 0.2% |
