HTC

Hershey Trust Company Portfolio holdings

AUM $10.6B
1-Year Est. Return 0.03%
This Quarter Est. Return
1 Year Est. Return
-0.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.71B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$3.59M
3
+$1.17M
4
DASH icon
DoorDash
DASH
+$73.7K

Top Sells

1
+$441K
2
+$342K

Sector Composition

1 Consumer Staples 3.64%
2 Financials 0.06%
3 Technology 0.05%
4 Healthcare 0.01%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$353M 3.64%
2,066,397
2
$5.42M 0.06%
+529,064
3
$4.73M 0.05%
32,336
+24,546
4
$1.17M 0.01%
+63,994
5
$73.7K ﹤0.01%
+403
6
– –
-10,649
7
– –
-9,170