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
101
$531K 0.13%
6,115
-26
102
$528K 0.12%
4,243
103
$527K 0.12%
2,728
-50
104
$498K 0.12%
20,349
-676
105
$497K 0.12%
6,510
-310
106
$496K 0.12%
3,772
+595
107
$476K 0.11%
2,168
108
$467K 0.11%
6,000
109
$463K 0.11%
2,045
110
$442K 0.1%
5,199
111
$442K 0.1%
4,389
112
$427K 0.1%
5,015
113
$424K 0.1%
1,197
114
$416K 0.1%
14,091
-5,124
115
$389K 0.09%
4,106
-100
116
$382K 0.09%
1,464
117
$379K 0.09%
1,800
118
$378K 0.09%
5,929
119
$378K 0.09%
4,777
-277
120
$370K 0.09%
6,752
-25
121
$369K 0.09%
11,265
122
$349K 0.08%
1,470
123
$347K 0.08%
5,425
-120
124
$336K 0.08%
1,704
+30
125
$334K 0.08%
2,262
3 4
5
6 7