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
101
$1.22M 0.28%
38,200
+5,290
102
$1.2M 0.27%
3,725
+676
103
$1.19M 0.27%
+16,983
104
$1.15M 0.26%
+27,412
105
$1.15M 0.26%
24,818
+5,921
106
$1.14M 0.26%
+23,369
107
$1.14M 0.26%
26,415
-3,731
108
$1.13M 0.26%
9,935
+1,436
109
$1.13M 0.25%
10,552
-7,712
110
$1.11M 0.25%
5,587
+2,150
111
$1.11M 0.25%
15,020
+1,168
112
$1.09M 0.25%
+20,778
113
$1.09M 0.25%
+18,382
114
$1.09M 0.25%
+6,058
115
$1.08M 0.24%
15,094
+248
116
$1.08M 0.24%
7,929
+2,689
117
$1.07M 0.24%
46,395
-11,136
118
$1.06M 0.24%
20,167
-3,788
119
$1.06M 0.24%
19,553
-196
120
$1.04M 0.24%
19,325
+13,395
121
$1.03M 0.23%
12,868
+2,265
122
$1.02M 0.23%
8,489
-458
123
$1.01M 0.23%
+16,587
124
$1M 0.23%
21,811
-99,506
125
$995K 0.22%
53,222
+391
3 4
5
6 7