HBT

Hills Bank & Trust Portfolio holdings

AUM $1.59B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$424M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$600K
3
+$422K
4
BP icon
BP
BP
+$305K
5
MMC icon
Marsh & McLennan
MMC
+$273K

Top Sells

1
+$1.58M
2
+$234K
3
+$228K
4
WELL icon
Welltower
WELL
+$218K
5
HD icon
Home Depot
HD
+$218K

Sector Composition

1 Technology 13.61%
2 Financials 9.67%
3 Healthcare 9.49%
4 Consumer Discretionary 7.59%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 0.81%
49,121
-3,349
27
$3.42M 0.81%
46,082
+76
28
$3.23M 0.76%
22,259
-215
29
$3.22M 0.76%
36,588
+71
30
$3.06M 0.72%
50,065
-1,060
31
$2.97M 0.7%
48,409
-940
32
$2.94M 0.69%
9,035
-22
33
$2.94M 0.69%
31,860
+1,240
34
$2.8M 0.66%
12,171
-54
35
$2.77M 0.65%
9,281
+58
36
$2.66M 0.63%
33,264
-460
37
$2.64M 0.62%
41,075
+15,798
38
$2.59M 0.61%
36,306
-1,636
39
$2.57M 0.61%
29,621
+706
40
$2.52M 0.6%
14,170
+151
41
$2.49M 0.59%
20,411
-272
42
$2.42M 0.57%
60,125
-1,010
43
$2.25M 0.53%
18,637
+288
44
$2.19M 0.52%
37,952
-1,751
45
$2.15M 0.51%
57,937
+261
46
$2.1M 0.49%
10,788
-69
47
$2.06M 0.49%
7,024
+7
48
$2.05M 0.48%
348,760
-4,400
49
$2.04M 0.48%
18,174
+249
50
$1.85M 0.44%
9,007
-145
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2
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