Asset Manager
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HERSHEY TRUST CO
Market Value
$390M
+12.8%
Holdings
8
New Purchases
3
Added To
1
Closed
1
Reduced
2
Top 10 Concentration
100.0%
Turnover
50.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 5 | $390M | 99.9% |
| Mid Cap | 2 | $218K | 0.1% |
| Micro Cap | 1 | $30K | 0.0% |
Portfolio Analytics
Avg Market Cap
$42.3B
Median Market Cap
$28.7B
Avg P/E
21.9
Median P/E
19.4
Avg Dividend Yield
0.00%
Avg Beta
1.14
# 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 | 99.11% | 2,066,219 | $386M | $187.05 | $44M | -178 | -0.0% | |
| 2 | IOT | 0.33% | 34,420 | $1M | $37.25 | $166K | +6,353 | +22.6% | |
| 3 | PDD | 0.28% | 8,123 | $1M | $132.17 | — | +8,123 | — | NEW |
| 4 | ABNB | 0.23% | 7,259 | $881K | $121.42 | -$79K | — | — | |
| 5 | FRSH | 0.03% | 10,505 | $124K | $11.77 | — | +10,505 | — | NEW |
| 6 | PONY | 0.02% | 4,188 | $94K | $22.49 | -$182K | -16,760 | -80.0% | |
| 7 | ALEC | 0.01% | 10,286 | $30K | $2.96 | — | +10,286 | — | NEW |
| 8 | NU | —% | — | — | — | -$399K | -29,046 | -100.0% | SOLD |
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| NU | — | —% |