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
$728M
AUM Growth
+$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.16M
3
+$533K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$510K
5
GE icon
GE Aerospace
GE
+$454K

Top Sells

1
+$1.47M
2
+$1.02M
3
+$594K
4
JNJ icon
Johnson & Johnson
JNJ
+$343K
5
ROP icon
Roper Technologies
ROP
+$304K

Sector Composition

1 Technology 15.78%
2 Healthcare 8.93%
3 Financials 8.64%
4 Industrials 7.34%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.32M 0.87%
60,879
-1,428
27
$5.56M 0.76%
15,475
+321
28
$5.42M 0.74%
38,501
+276
29
$5.36M 0.74%
51,928
+253
30
$4.76M 0.65%
30,747
-1,521
31
$4.68M 0.64%
94,542
+5,158
32
$4.51M 0.62%
48,588
+480
33
$4.45M 0.61%
13,226
-177
34
$4.44M 0.61%
79,000
-4,981
35
$4.41M 0.61%
11,899
+60
36
$4.4M 0.6%
7,754
+52
37
$4.24M 0.58%
19,576
-270
38
$4.08M 0.56%
69,022
-1,920
39
$3.86M 0.53%
15,200
+141
40
$3.85M 0.53%
9,610
-19
41
$3.51M 0.48%
11,783
+67
42
$3.39M 0.47%
9,884
+39
43
$3.36M 0.46%
14,336
-327
44
$3.28M 0.45%
27,914
-128
45
$3.25M 0.45%
35,889
-361
46
$3.25M 0.45%
9,030
-9
47
$3.21M 0.44%
26,057
+352
48
$3.15M 0.43%
7,332
-330
49
$3.09M 0.42%
40,742
-1,030
50
$3.07M 0.42%
61,077
+1,369
1
2
3 4 5