HBT
Hills Bank & Trust Portfolio holdings
AUM $1.59B
1-Year Return
11.43%
This Quarter Return
+7.98%
1 Year Return
+11.43%
3 Year Return
+55.09%
5 Year Return
+99.98%
10 Year Return
+219.96%
AUM
$424M
AUM Growth
+$27.5M
(+6.9%)
Cap. Flow
-$1.62M
Cap. Flow
% of AUM
-0.38%
Top 10 Holdings %
Top 10 Hldgs %
45.49%
Holding
166
New
6
Increased
31
Reduced
80
Closed
3
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
+$1.01M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$600K |
| 3 |
ETFC
E*Trade Financial Corporation
ETFC
|
+$422K |
| 4 |
BP
BP
|
+$305K |
| 5 |
Marsh & McLennan
MMC
|
+$273K |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
+$1.58M |
| 2 |
Exxon Mobil
XOM
|
+$234K |
| 3 |
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
|
+$228K |
| 4 |
Welltower
WELL
|
+$218K |
| 5 |
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% |
