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
$14.6B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$141K
3
+$97K

Top Sells

1
+$1.59M
2
+$545K
3
+$115K

Sector Composition

1 Consumer Discretionary 0.07%
2 Healthcare 0.01%
3 Technology 0%
4 Financials 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.65M 0.07%
77,553
+24,305
2
$1.53M 0.01%
33,758
3
$141K ﹤0.01%
+8,003
4
$97K ﹤0.01%
+12,580
5
– –
-2,272
6
– –
-390,266
7
– –
-36,072