HBT

Hills Bank & Trust Portfolio holdings

AUM $1.59B
1-Year Est. Return 11.43%
This Quarter Est. Return
1 Year Est. Return
+11.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$742K
3
+$716K
4
EOG icon
EOG Resources
EOG
+$693K
5
DIS icon
Walt Disney
DIS
+$669K

Top Sells

1
+$1.62M
2
+$1.54M
3
+$492K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$379K
5
EMR icon
Emerson Electric
EMR
+$372K

Sector Composition

1 Healthcare 9.55%
2 Financials 9.09%
3 Technology 8.86%
4 Consumer Staples 8.53%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.2M 15.88%
209,911
+3,736
2
$26M 10.25%
104,313
-915
3
$14.1M 5.55%
576,449
+9,105
4
$9.82M 3.88%
171,300
-6,605
5
$7.52M 2.97%
104,534
-419
6
$6.06M 2.39%
98,984
-25,233
7
$5.68M 2.24%
60,216
-1,477
8
$5.51M 2.18%
47,722
-1,160
9
$4.93M 1.95%
80,190
+110
10
$4.78M 1.89%
89,688
-920
11
$4.66M 1.84%
49,908
-1,211
12
$4.29M 1.69%
468,772
-38,052
13
$4.29M 1.69%
99,024
-2,550
14
$4.12M 1.62%
49,989
-305
15
$4.02M 1.59%
78,367
+1,945
16
$3.94M 1.56%
98,777
-4,425
17
$3.88M 1.53%
87,559
-723
18
$3.61M 1.43%
48,603
+5,047
19
$3.51M 1.39%
127,236
+12,864
20
$3.43M 1.35%
34,787
+435
21
$3.38M 1.33%
69,534
-995
22
$3.14M 1.24%
39,936
-1,370
23
$3.14M 1.24%
66,795
+250
24
$3.11M 1.23%
49,711
+30
25
$3.1M 1.22%
54,820
-535
1
2 3 4