HTC

Hershey Trust Company Portfolio holdings

AUM $10.3B
1-Year Est. Return 0.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.41B
AUM Growth
-$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$920K
3
+$253K

Top Sells

1
+$5.99M
2
+$4.73M
3
+$1.17M
4
DASH icon
DoorDash
DASH
+$73.7K

Sector Composition

1 Consumer Staples 3.64%
2 Technology 0.01%
3 Consumer Discretionary 0.01%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$343M 3.64%
2,066,397
2
$1.12M 0.01%
+28,067
3
$961K 0.01%
+7,259
4
$399K ﹤0.01%
29,046
-500,018
5
$277K ﹤0.01%
+20,948
6
– –
-403
7
– –
-32,336
8
– –
-63,994