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
126
$994K 0.22%
20,949
-35
127
$962K 0.22%
5,076
-1,231
128
$927K 0.21%
+23,392
129
$924K 0.21%
18,020
-13,713
130
$912K 0.21%
18,953
-49
131
$910K 0.21%
23,748
+5,299
132
$908K 0.2%
30,000
133
$901K 0.2%
72,170
+50,154
134
$898K 0.2%
17,060
+3,940
135
$891K 0.2%
26,371
-6,098
136
$884K 0.2%
8,467
+1,439
137
$882K 0.2%
22,604
+12,584
138
$862K 0.19%
7,355
+608
139
$862K 0.19%
17,540
-457
140
$860K 0.19%
16,524
-648
141
$856K 0.19%
27,655
-1,282
142
$840K 0.19%
5,721
+3,184
143
$828K 0.19%
6,175
+1,074
144
$828K 0.19%
13,093
+198
145
$825K 0.19%
16,029
-9,654
146
$808K 0.18%
13,623
+1,086
147
$794K 0.18%
+7,858
148
$783K 0.18%
23,763
+12,120
149
$778K 0.18%
18,941
+3,124
150
$777K 0.18%
23,624
-1,516
4 5
6
7 8