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
76
$973K 0.23%
5,384
77
$943K 0.22%
16,889
-725
78
$902K 0.21%
17,746
-757
79
$898K 0.21%
7,009
+129
80
$856K 0.2%
21,307
-2,129
81
$843K 0.2%
4,870
-178
82
$795K 0.19%
16,570
83
$721K 0.17%
19,966
+880
84
$703K 0.17%
3,984
+65
85
$677K 0.16%
3,250
-25
86
$676K 0.16%
3,817
+40
87
$663K 0.16%
1,703
88
$662K 0.16%
11,973
-150
89
$635K 0.15%
12,005
-10
90
$627K 0.15%
7,493
-160
91
$609K 0.14%
2,902
92
$603K 0.14%
2,949
-2
93
$579K 0.14%
3,770
-100
94
$575K 0.14%
1,938
+48
95
$574K 0.14%
2,228
96
$569K 0.13%
5,190
-10
97
$550K 0.13%
8,873
-5
98
$548K 0.13%
13,818
-30
99
$547K 0.13%
9,825
-62
100
$543K 0.13%
6,131
2 3
4
5 6