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
$6.76B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1 +$14.3K

Top Sells

1 +$374K
2 +$106K

Sector Composition

1 Consumer Staples 17.32%
2 Healthcare 0.03%
3 Technology 0.02%
4 Consumer Discretionary 0.01%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.17B 17.32%
12,703,921
2
$1.89M 0.03%
58,940
3
$1.24M 0.02%
16,445
4
$568K 0.01%
44,103
5
$246K ﹤0.01%
31,434
6
$148K ﹤0.01%
9,582
7
$98K ﹤0.01%
11,296
+1,648
8
$1K ﹤0.01%
134
9
-4,599
10
-6,428