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
26
$3.23M 0.73%
60,955
-211
27
$3.13M 0.7%
+39,094
28
$2.96M 0.67%
107,333
+9,395
29
$2.94M 0.66%
30,432
-5,925
30
$2.9M 0.66%
33,963
+7,733
31
$2.9M 0.65%
28,129
-18,217
32
$2.88M 0.65%
+34,206
33
$2.85M 0.64%
+55,724
34
$2.85M 0.64%
20,379
+3,198
35
$2.63M 0.59%
76,651
+8,920
36
$2.59M 0.58%
58,348
+4,088
37
$2.55M 0.57%
31,217
-42,129
38
$2.53M 0.57%
+42,605
39
$2.44M 0.55%
53,254
+3,978
40
$2.39M 0.54%
33,025
-165
41
$2.33M 0.53%
15,110
-514
42
$2.26M 0.51%
+93,009
43
$2.25M 0.51%
26,759
+5,160
44
$2.23M 0.5%
14,071
-24,580
45
$2.18M 0.49%
23,782
-12,915
46
$2.17M 0.49%
68,152
-2,041
47
$2.16M 0.49%
14,343
+17
48
$2.15M 0.49%
20,246
-7,974
49
$2.1M 0.47%
12,212
+1,836
50
$2.05M 0.46%
15,508
+224
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