HBT

Hills Bank & Trust Portfolio holdings

AUM $1.59B
1-Year Est. Return 11.43%
This Quarter Est. Return
1 Year Est. Return
+11.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$91.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$25.2M
3
+$5.21M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$4.68M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$4.38M

Top Sells

1
+$787K
2
+$558K
3
+$537K
4
MKL icon
Markel Group
MKL
+$456K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 10.11%
2 Financials 5.6%
3 Industrials 4.23%
4 Healthcare 3.62%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXPD icon
251
Expeditors International
EXPD
$16.2B
$192K 0.01%
1,595
AEP icon
252
American Electric Power
AEP
$62.3B
$191K 0.01%
1,748
ROK icon
253
Rockwell Automation
ROK
$40.8B
$185K 0.01%
717
WM icon
254
Waste Management
WM
$85.9B
$185K 0.01%
800
JMST icon
255
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.68B
$182K 0.01%
3,574
CTAS icon
256
Cintas
CTAS
$76.1B
$181K 0.01%
880
CARR icon
257
Carrier Global
CARR
$49.4B
$177K 0.01%
+2,788
MOFG icon
258
MidWestOne Financial Group
MOFG
$797M
$172K 0.01%
5,825
EFIV icon
259
SPDR S&P 500 ESG ETF
EFIV
$1.21B
$170K 0.01%
3,186
+542
SBUX icon
260
Starbucks
SBUX
$99.1B
$170K 0.01%
1,731
-347
IBDT icon
261
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.14B
$163K 0.01%
6,457
IWP icon
262
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$162K 0.01%
1,383
AKAM icon
263
Akamai
AKAM
$10.9B
$162K 0.01%
2,010
LKQ icon
264
LKQ Corp
LKQ
$8.04B
$161K 0.01%
3,788
NVS icon
265
Novartis
NVS
$251B
$157K 0.01%
1,412
-39
STZ icon
266
Constellation Brands
STZ
$24.2B
$157K 0.01%
856
-75
MET icon
267
MetLife
MET
$52.5B
$153K 0.01%
1,901
+60
ED icon
268
Consolidated Edison
ED
$36B
$152K 0.01%
1,377
WMB icon
269
Williams Companies
WMB
$70.7B
$151K 0.01%
2,525
KMB icon
270
Kimberly-Clark
KMB
$40B
$150K 0.01%
1,055
-300
IBMR icon
271
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$295M
$150K 0.01%
+5,981
VCIT icon
272
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.3B
$149K 0.01%
1,822
-54
SPDW icon
273
SPDR Portfolio Developed World ex-US ETF
SPDW
$31.1B
$148K 0.01%
4,055
UNH icon
274
UnitedHealth
UNH
$331B
$146K 0.01%
278
+5
AMAT icon
275
Applied Materials
AMAT
$185B
$142K 0.01%
981
-80
9 10
11
12 13