Asset Manager
← All Institutions
HERSHEY TRUST CO
Market Value
$377M
-3.4%
Holdings
7
-1
New Purchases
0
Added To
1
Closed
3
Reduced
3
Top 10 Concentration
100.0%
Turnover
42.9%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 4 | $377M | 100.0% |
| Mid Cap | 2 | $0 | 0.0% |
| Micro Cap | 1 | $32K | 0.0% |
Portfolio Analytics
Avg Market Cap
$39.5B
Median Market Cap
$17.9B
Avg P/E
22.5
Median P/E
22.9
Avg Dividend Yield
0.00%
Avg Beta
1.16
# Stocks
7
# ETFs / Funds
0
Top Holdings (7 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HSY | 99.82% | 2,066,133 | $376M | $181.98 | -$10M | -86 | — | |
| 2 | IOT | 0.13% | 13,432 | $476K | $35.45 | -$806K | -20,988 | -61.0% | |
| 3 | ABNB | 0.05% | 1,374 | $186K | $135.72 | -$695K | -5,885 | -81.1% | |
| 4 | ALEC | 0.01% | 20,572 | $32K | $1.56 | $2K | +10,286 | +100.0% | |
| 5 | FRSH | —% | — | — | — | -$124K | -10,505 | -100.0% | SOLD |
| 6 | PDD | —% | — | — | — | -$1M | -8,123 | -100.0% | SOLD |
| 7 | PONY | —% | — | — | — | -$94K | -4,188 | -100.0% | SOLD |