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
$9.6B
AUM Growth
-$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$441K
3 +$342K
4
HSY icon
Hershey
HSY
+$47.1K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 3.65%
2 Technology 0.01%
3 Consumer Discretionary 0%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$350M 3.65%
2,066,397
+278
2
$1.2M 0.01%
+7,790
3
$441K ﹤0.01%
+10,649
4
$342K ﹤0.01%
+9,170