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
151
$775K 0.17%
+40,780
152
$763K 0.17%
+5,562
153
$731K 0.16%
+19,662
154
$726K 0.16%
7,179
-64
155
$725K 0.16%
417
+59
156
$723K 0.16%
12,059
+287
157
$721K 0.16%
4,932
+249
158
$713K 0.16%
26,415
-2,555
159
$709K 0.16%
11,110
-348
160
$703K 0.16%
+9,138
161
$685K 0.15%
8,186
+1,255
162
$681K 0.15%
11,932
-2,362
163
$678K 0.15%
6,502
+1,704
164
$674K 0.15%
5,856
-204
165
$664K 0.15%
5,574
+3,218
166
$659K 0.15%
10,063
-8,280
167
$658K 0.15%
8,311
-6,105
168
$657K 0.15%
11,952
-25,050
169
$656K 0.15%
11,431
-183
170
$647K 0.15%
+6,340
171
$641K 0.14%
9,026
+3,762
172
$630K 0.14%
26,359
+407
173
$623K 0.14%
+5,322
174
$622K 0.14%
5,782
+1,027
175
$611K 0.14%
12,391
+3,603
5 6
7
8 9