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
76
$1.62M 0.37%
14,610
+619
77
$1.62M 0.36%
16,091
-130
78
$1.61M 0.36%
29,926
+7,659
79
$1.6M 0.36%
42,040
+730
80
$1.58M 0.36%
8,010
+4,245
81
$1.56M 0.35%
10,512
-371
82
$1.55M 0.35%
5,761
-1,167
83
$1.54M 0.35%
+16,103
84
$1.53M 0.34%
20,505
+16,652
85
$1.5M 0.34%
+15,722
86
$1.5M 0.34%
18,505
+471
87
$1.48M 0.33%
19,388
-54
88
$1.45M 0.33%
+25,416
89
$1.43M 0.32%
+18,648
90
$1.41M 0.32%
11,789
+1,845
91
$1.4M 0.32%
36,388
+7,885
92
$1.38M 0.31%
+13,636
93
$1.36M 0.31%
16,924
-188
94
$1.35M 0.3%
45,794
+26,069
95
$1.35M 0.3%
+10,846
96
$1.33M 0.3%
+4,182
97
$1.3M 0.29%
+17,150
98
$1.29M 0.29%
37,186
+3,295
99
$1.26M 0.28%
22,705
+6,150
100
$1.24M 0.28%
7,175
+3,461
2 3
4
5 6