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
1
$33.6M 7.57%
264,478
+257,551
2
$16.7M 3.77%
137,630
+131,865
3
$16.2M 3.65%
298,033
+287,246
4
$10.8M 2.44%
255,328
+103,512
5
$8.63M 1.95%
64,063
-5,450
6
$8.24M 1.86%
30,890
-9,193
7
$8.12M 1.83%
52,134
-1,361
8
$5.14M 1.16%
135,155
+13,828
9
$5.02M 1.13%
170,834
+4,537
10
$4.88M 1.1%
45,806
+22,226
11
$4.78M 1.08%
91,458
-32,484
12
$4.45M 1%
53,074
+41,454
13
$4.4M 0.99%
62,506
-33,917
14
$4.04M 0.91%
56,598
+5,998
15
$3.91M 0.88%
22,153
+2,033
16
$3.88M 0.87%
249,100
-113,067
17
$3.8M 0.86%
45,457
+4,446
18
$3.77M 0.85%
193,444
+26,271
19
$3.77M 0.85%
+518,084
20
$3.57M 0.81%
46,482
+38,169
21
$3.54M 0.8%
33,528
+362
22
$3.5M 0.79%
+11,867
23
$3.46M 0.78%
141,561
-5,314
24
$3.46M 0.78%
+60,714
25
$3.33M 0.75%
29,843
+15,313
1
2 3 4 5