Asset Manager
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HERSHEY TRUST CO
Market Value
$346M
-5.2%
Holdings
8
+1
New Purchases
3
Added To
0
Closed
3
Reduced
1
Top 10 Concentration
100.0%
Turnover
75.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 6 | $345M | 99.9% |
| Mid Cap | 2 | $277K | 0.1% |
Portfolio Analytics
Avg Market Cap
$41.7B
Median Market Cap
$49.6B
Avg P/E
40.4
Median P/E
33.4
Avg Dividend Yield
0.00%
Avg Beta
1.57
# Stocks
8
# ETFs / Funds
0
Top Holdings (8 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HSY | 99.20% | 2,066,397 | $343M | $165.95 | -$10M | — | — | |
| 2 | IOT | 0.32% | 28,067 | $1M | $39.78 | — | +28,067 | — | NEW |
| 3 | ABNB | 0.28% | 7,259 | $961K | $132.34 | — | +7,259 | — | NEW |
| 4 | NU | 0.12% | 29,046 | $399K | $13.72 | -$5M | -500,018 | -94.5% | |
| 5 | PONY | 0.08% | 20,948 | $277K | $13.20 | — | +20,948 | — | NEW |
| 6 | SNOW | —% | — | — | — | -$5M | -32,336 | -100.0% | SOLD |
| 7 | DASH | —% | — | — | — | -$74K | -403 | -100.0% | SOLD |
| 8 | WRBY | —% | — | — | — | -$1M | -63,994 | -100.0% | SOLD |