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
51
$1.99M 0.45%
16,018
+281
52
$1.96M 0.44%
+13,422
53
$1.96M 0.44%
12,844
+77
54
$1.94M 0.44%
24,493
-21,159
55
$1.94M 0.44%
35,364
-7,478
56
$1.93M 0.44%
+44,161
57
$1.92M 0.43%
101,081
+4,185
58
$1.91M 0.43%
37,792
+70
59
$1.89M 0.43%
78,630
+1,295
60
$1.88M 0.42%
20,757
+14
61
$1.88M 0.42%
+111,636
62
$1.88M 0.42%
14,981
+59
63
$1.87M 0.42%
72,972
-1,058
64
$1.87M 0.42%
30,752
+4,342
65
$1.86M 0.42%
17,018
+14,504
66
$1.85M 0.42%
38,547
-293
67
$1.75M 0.4%
+55,038
68
$1.74M 0.39%
300,700
+215,600
69
$1.73M 0.39%
+52,350
70
$1.72M 0.39%
+15,688
71
$1.71M 0.39%
1,443
-176
72
$1.71M 0.39%
27,883
+3,329
73
$1.7M 0.38%
34,110
-2,493
74
$1.63M 0.37%
+16,543
75
$1.63M 0.37%
52,469
-24,731
1 2
3
4 5