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
151
$233K 0.05%
5,655
152
$233K 0.05%
776
153
$229K 0.05%
200
154
$226K 0.05%
3,380
155
$225K 0.05%
2,381
156
$221K 0.05%
3,656
157
$218K 0.05%
2,682
-15
158
$217K 0.05%
+3,321
159
$216K 0.05%
5,182
160
$212K 0.05%
3,585
-70
161
$203K 0.05%
+3,180
162
$201K 0.05%
1,346
163
$48K 0.01%
+15,817
164
– –
-1,358
165
– –
-2,411
166
– –
-15,948
3 4 5 6
7