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
$8.33B
AUM Growth
+$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$454K
2
+$377K
3
+$208K
4
CUDA
Barracuda Networks, Inc.
CUDA
+$155K
5
TEAM icon
Atlassian
TEAM
+$152K

Top Sells

1
+$98K

Sector Composition

1 Consumer Staples 17.32%
2 Technology 0.03%
3 Healthcare 0.02%
4 Consumer Discretionary 0.01%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.44B 17.32%
12,703,921
2
$1.78M 0.02%
58,940
3
$1.2M 0.01%
16,445
4
$493K 0.01%
44,103
5
$454K 0.01%
+9,889
6
$377K ﹤0.01%
+8,692
7
$300K ﹤0.01%
19,827
+10,245
8
$250K ﹤0.01%
31,434
9
$208K ﹤0.01%
+5,183
10
$152K ﹤0.01%
+5,854
11
$6K ﹤0.01%
+299
12
$2K ﹤0.01%
134
13
– –
-11,296