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
$11B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$840K
3
+$821K

Top Sells

1
+$1.62M

Sector Composition

1 Consumer Staples 3.64%
2 Consumer Discretionary 0.02%
3 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$402M 3.64%
2,066,119
2
$1.57M 0.01%
+13,541
3
$840K 0.01%
+27,515
4
$821K 0.01%
+4,978
5
– –
-8,124