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
$10.6B
AUM Growth
-$790M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$1.62M

Top Sells

1 +$16.8M
2 +$1.53M
3 +$398K
4
EB icon
Eventbrite
EB
+$170K
5
ALEC icon
Alector
ALEC
+$33.3K

Sector Composition

1 Consumer Staples 3.64%
2 Technology 0.02%
3 Communication Services 0%
4 Consumer Discretionary 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$385M 3.64%
2,066,119
2
$1.62M 0.02%
+8,124
3
-122,353
4
-5,143
5
-33,758
6
-17,290
7
-15,791