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
$9.71B
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
HSY icon
1
Hershey
HSY
$33.7B
$353M 3.64%
2,066,397
NU icon
2
Nu Holdings
NU
$76.4B
$5.42M 0.06%
+529,064
SNOW icon
3
Snowflake
SNOW
$89.9B
$4.73M 0.05%
32,336
+24,546
WRBY icon
4
Warby Parker
WRBY
$2.4B
$1.17M 0.01%
+63,994
DASH icon
5
DoorDash
DASH
$102B
$73.7K ﹤0.01%
+403
CART icon
6
Maplebear
CART
$9.61B
-10,649
HOOD icon
7
Robinhood
HOOD
$122B
-9,170