HBT
Heartland Bank & Trust Portfolio holdings
AUM
$213M
1-Year Est. Return
22.35%
1 Year Est. Return
+22.35%
AUM
$195M
AUM Growth
+$10.7M
(+5.8%)
Holding
188
Top Buys
| 1 | +$2.38M | |
| 2 | +$2.2M | |
| 3 | +$2.14M | |
| 4 |
Visa
V
|
+$1.88M |
| 5 |
RTX Corp
RTX
|
+$1.73M |
Top Sells
| 1 | +$6.44M | |
| 2 | +$3.28M | |
| 3 | +$2.2M | |
| 4 |
HBT Financial
HBT
|
+$1.79M |
| 5 |
Ameriprise Financial
AMP
|
+$1.39M |
Sector Composition
| 1 | Technology | 25.7% |
| 2 | Financials | 10.88% |
| 3 | Healthcare | 9.7% |
| 4 | Communication Services | 8.32% |
| 5 | Consumer Discretionary | 7.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
NextEra Energy
NEE
$170B
| – | – |
-3,638
|
|
||
177
Old Dominion Freight Line
ODFL
$29.5B
| – | – |
-2,941
|
|
||
178
Paycom
PAYC
$10.5B
| – | – |
-1,451
|
|
||
179
PACCAR
PCAR
$51.7B
| – | – |
-6,784
|
|
||
180
Principal Financial Group
PFG
$18.5B
| – | – |
-4,829
|
|
||
181
Quanta Services
PWR
$67B
| – | – |
-2,687
|
|
||
182
Regeneron Pharmaceuticals
REGN
$68.5B
| – | – |
-578
|
|
||
183
Regions Financial
RF
$21.6B
| – | – |
-11,433
|
|
||
184
Snap-on
SNA
$17.5B
| – | – |
-1,776
|
|
||
185
Sempra
SRE
$60B
| – | – |
-5,185
|
|
||
186
United Airlines
UAL
$30.4B
| – | – |
-4,738
|
|
||
187
United Rentals
URI
$55.4B
| – | – |
-1,308
|
|
||
188
Waste Management
WM
$80.5B
| – | – |
-1,548
|
|