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
$728M
AUM Growth
+$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.16M
3
+$533K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$510K
5
GE icon
GE Aerospace
GE
+$454K

Top Sells

1
+$1.47M
2
+$1.02M
3
+$594K
4
JNJ icon
Johnson & Johnson
JNJ
+$343K
5
ROP icon
Roper Technologies
ROP
+$304K

Sector Composition

1 Technology 15.78%
2 Healthcare 8.93%
3 Financials 8.64%
4 Industrials 7.34%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$114M 15.62%
239,370
+278
2
$53.1M 7.3%
102,594
+826
3
$27.7M 3.81%
155,990
-3,343
4
$27M 3.71%
80,349
-224
5
$20.9M 2.87%
127,736
+7,065
6
$20.7M 2.84%
180,484
+636
7
$20.4M 2.81%
141,340
-560
8
$18.4M 2.52%
233,557
-18,738
9
$16.3M 2.23%
411,904
+9,895
10
$14.6M 2.01%
35,226
-251
11
$14.6M 2%
454,894
-4,018
12
$13.7M 1.88%
184,348
+2,077
13
$10.6M 1.46%
63,820
+160
14
$10.5M 1.45%
358,170
-1,450
15
$10.1M 1.38%
63,645
+459
16
$9.66M 1.33%
14,477
-176
17
$9.54M 1.31%
57,251
-833
18
$8.49M 1.17%
62,047
-118
19
$7.99M 1.1%
46,678
-2,007
20
$7.35M 1.01%
29,789
-667
21
$7.04M 0.97%
40,537
-928
22
$6.89M 0.95%
23,562
-822
23
$6.76M 0.93%
25,208
-979
24
$6.67M 0.92%
22,851
-171
25
$6.37M 0.87%
123,641
-3,063
1
2 3 4 5