HBT

Hills Bank & Trust Portfolio holdings

AUM $1.7B
1-Year Est. Return 10.88%
This Quarter Est. Return
1 Year Est. Return
+10.88%
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 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
101
$1.92M 0.13%
7,557
-66
102
$1.9M 0.13%
30,555
+944
103
$1.9M 0.13%
46,109
+1,094
104
$1.85M 0.13%
78,361
+48,240
105
$1.82M 0.13%
+1,923
106
$1.82M 0.13%
9,314
-86
107
$1.79M 0.13%
70,772
-442
108
$1.79M 0.13%
75,628
+47,152
109
$1.74M 0.12%
5,703
-14
110
$1.7M 0.12%
32,249
-1,431
111
$1.65M 0.12%
1,190
-10
112
$1.59M 0.11%
20,257
+595
113
$1.56M 0.11%
6,618
+2
114
$1.54M 0.11%
9,023
+133
115
$1.54M 0.11%
36,810
+1,224
116
$1.53M 0.11%
11,687
-100
117
$1.48M 0.1%
21,222
-579
118
$1.47M 0.1%
58,486
+3,600
119
$1.44M 0.1%
+51,933
120
$1.44M 0.1%
3,087
-26
121
$1.41M 0.1%
19,934
+384
122
$1.41M 0.1%
9,161
-28
123
$1.37M 0.1%
14,024
-95
124
$1.32M 0.09%
5,676
-3
125
$1.32M 0.09%
19,635
-1,058