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
$6.55B
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$1.16M
3
+$374K
4
NMBL
Nimble Storage, Inc.
NMBL
+$289K
5
ETSY icon
Etsy
ETSY
+$80K

Top Sells

1
+$1.47M
2
+$113K
3
+$87K

Sector Composition

1 Consumer Staples 17.31%
2 Healthcare 0.05%
3 Technology 0.03%
4 Consumer Discretionary 0.02%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.13B 17.31%
12,703,921
+190,100
2
$3.44M 0.05%
58,940
+19,920
3
$1.2M 0.02%
16,445
4
$673K 0.01%
44,103
5
$374K 0.01%
+4,599
6
$289K ﹤0.01%
+31,434
7
$179K ﹤0.01%
9,582
8
$106K ﹤0.01%
6,428
9
$80K ﹤0.01%
+9,648
10
$2K ﹤0.01%
134
11
– –
-1,876
12
– –
-74,739
13
– –
-64,736