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
1
$68.3M 16.11%
212,238
+1,865
2
$30.3M 7.14%
80,671
+520
3
$26.5M 6.26%
1,074,201
-9,218
4
$12.3M 2.91%
167,848
-2,544
5
$12M 2.83%
76,030
-358
6
$8.99M 2.12%
107,181
+499
7
$8.79M 2.07%
76,057
-1,351
8
$8.72M 2.06%
39,931
-996
9
$8.63M 2.04%
129,140
10
$8.34M 1.97%
59,788
-223
11
$7.91M 1.87%
235,974
-2,103
12
$7.77M 1.83%
62,210
-1,095
13
$6.82M 1.61%
98,189
+849
14
$6.59M 1.55%
356,866
-8,520
15
$6.42M 1.51%
107,226
-360
16
$6.38M 1.5%
35,502
-733
17
$6.26M 1.48%
45,817
-1,027
18
$6.25M 1.47%
61,714
+30
19
$6.12M 1.44%
41,983
-369
20
$6.08M 1.43%
65,666
-421
21
$5.92M 1.4%
29,955
-434
22
$5.73M 1.35%
39,645
-263
23
$4.81M 1.14%
14,816
-390
24
$4.04M 0.95%
15,241
-420
25
$4.02M 0.95%
67,813
-1,165
1
2 3 4 5