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
301
$242K 0.05%
1,425
+80
302
$242K 0.05%
+3,625
303
$240K 0.05%
+3,958
304
$238K 0.05%
+7,518
305
$225K 0.05%
5,150
-250
306
$224K 0.05%
2,800
307
$221K 0.05%
2,251
+88
308
$218K 0.05%
+24,215
309
$218K 0.05%
3,005
-60
310
$217K 0.05%
+3,918
311
$217K 0.05%
+6,405
312
$216K 0.05%
2,812
313
$209K 0.05%
+3,214
314
$209K 0.05%
+4,424
315
$199K 0.04%
6,299
+4,680
316
$189K 0.04%
30,167
+17,924
317
$184K 0.04%
41,064
-24,508
318
$170K 0.04%
+29,045
319
$166K 0.04%
+13,185
320
$143K 0.03%
+10,880
321
$120K 0.03%
12,800
-8,650
322
$119K 0.03%
+10,415
323
$117K 0.03%
+13,420
324
$107K 0.02%
+14,125
325
$91K 0.02%
+24,322
11 12
13
14 15