HH

Hilltop Holdings Portfolio holdings

AUM $1.56B
1-Year Est. Return 20.2%
This Quarter Est. Return
1 Year Est. Return
+20.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$444M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$16M
3
+$15.6M
4
AAPL icon
Apple
AAPL
+$4.38M
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$3.77M

Top Sells

1
+$5.16M
2
+$4.57M
3
+$4.07M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$3.89M
5
BND icon
Vanguard Total Bond Market
BND
+$3.44M

Sector Composition

1 Technology 6.57%
2 Healthcare 6.19%
3 Industrials 5.54%
4 Financials 5.23%
5 Consumer Discretionary 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$458K 0.1%
5,046
+651
227
$446K 0.1%
10,000
228
$445K 0.1%
4,509
+971
229
$444K 0.1%
+6,507
230
$440K 0.1%
858
+146
231
$440K 0.1%
+7,860
232
$435K 0.1%
3,516
-71
233
$433K 0.1%
+5,358
234
$432K 0.1%
5,735
+3,007
235
$425K 0.1%
19,924
-871
236
$421K 0.09%
+23,966
237
$419K 0.09%
4,000
+812
238
$414K 0.09%
3,389
-1,339
239
$411K 0.09%
4,100
+2,150
240
$409K 0.09%
24,396
+146
241
$408K 0.09%
5,706
-76
242
$400K 0.09%
3,076
+389
243
$389K 0.09%
4,189
+1,147
244
$383K 0.09%
2,859
+101
245
$379K 0.09%
16,464
-3,976
246
$372K 0.08%
27,164
-580
247
$369K 0.08%
+1,477
248
$369K 0.08%
6,850
+750
249
$365K 0.08%
+6,980
250
$360K 0.08%
+13,573
8 9
10
11 12