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
$7.12B
AUM Growth
-$514M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$546K
2
+$378K
3
+$115K

Top Sells

1
+$343K
2
+$9K

Sector Composition

1 Consumer Staples 17.11%
2 Healthcare 0.01%
3 Technology 0%
4 Communication Services 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.22B 17.11%
12,513,721
2
$790K 0.01%
27,153
+12,986
3
$546K 0.01%
+13,179
4
$323K ﹤0.01%
64,736
5
$185K ﹤0.01%
13,088
6
$170K ﹤0.01%
5,942
7
$167K ﹤0.01%
4,458
8
$115K ﹤0.01%
+7,629
9
$60K ﹤0.01%
2,889
10
$59K ﹤0.01%
4,970
11
– –
-22,879
12
– –
-536