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Timber Hill Portfolio holdings

AUM $15.4M
1-Year Est. Return 30.7%
This Fund
S&P 500
This Quarter Est. Return
+4.6%
1 Year Est. Return
+30.7%
3 Year Est. Return
+59.16%
5 Year Est. Return
+83.08%
10 Year Est. Return
AUM
$102M
AUM Growth
-$554M
Cap. Flow
-$560M
Cap. Flow %
-550.95%
Top 10 Hldgs %
74.67%
Holding
316
New
14
Increased
10
Reduced
30
Closed
246

Sector Composition

Rank Sector Weight
1 Financials 9.26%
2 Energy 8.16%
3 Materials 2.8%
4 Technology 2.18%
5 Utilities 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GT icon
151
Goodyear
GT
$2.04B
-19,715
Closed -$524K
HAL icon
152
Halliburton
HAL
$27.2B
-18,285
Closed -$858K
HD icon
153
Home Depot
HD
$336B
-8,035
Closed -$1.43M
HES
154
DELISTED
Hess
HES
-7,128
Closed -$361K
HL icon
155
Hecla Mining
HL
$10B
-43,445
Closed -$159K
HON icon
156
Honeywell
HON
$77.4B
-24,240
Closed -$3.16M
HP icon
157
Helmerich & Payne
HP
$3.39B
-5,298
Closed -$353K
IBB icon
158
iShares Biotechnology ETF
IBB
$9.5B
-38,427
Closed -$4.1M
IBM icon
159
IBM
IBM
$204B
-19,374
Closed -$2.84M
ICE icon
160
Intercontinental Exchange
ICE
$83.8B
-2,929
Closed -$212K
IJS icon
161
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
-4,806
Closed -$362K
ILMN icon
162
Illumina
ILMN
$28.8B
-2,286
Closed -$526K
INCY icon
163
Incyte
INCY
$23.9B
-3,190
Closed -$266K
INTC icon
164
Intel
INTC
$455B
-33,813
Closed -$1.76M
INTU icon
165
Intuit
INTU
$84.3B
-10,105
Closed -$1.75M
ISCB icon
166
iShares Morningstar Small-Cap ETF
ISCB
$283M
-8,592
Closed -$363K
ITW icon
167
Illinois Tool Works
ITW
$81.9B
-11,887
Closed -$1.86M
IVE icon
168
iShares S&P 500 Value ETF
IVE
$49.1B
-3,906
Closed -$427K
IVOG icon
169
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.63B
-4,858
Closed -$328K
IVOV icon
170
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.34B
-6,354
Closed -$375K
IWF icon
171
iShares Russell 1000 Growth ETF
IWF
$119B
-202,336
Closed -$6.88M
IWV icon
172
iShares Russell 3000 ETF
IWV
$19.4B
-2,914
Closed -$456K
IWX icon
173
iShares Russell Top 200 Value ETF
IWX
$3.94B
-11,078
Closed -$559K
IYE icon
174
iShares US Energy ETF
IYE
$1.72B
-6,945
Closed -$257K
IYY icon
175
iShares Dow Jones US ETF
IYY
$2.92B
-6,746
Closed -$446K

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Timber Hill's Q2 2018 Portfolio in Review

As of Q2 2018, Timber Hill held 316 positions worth $102M, down 85% from $655M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Timber Hill withdrew a net $560M in Q2 2018, closing 246 positions and reducing 30 holdings. Its most notable exit was State Street Industrial Select Sector SPDR ETF, an estimated $36.8M position sold in full.

By sector, the portfolio is most concentrated in Financials at 9.3% of assets, down from 14% a quarter earlier, followed by Energy and Materials.

Against the trend, Timber Hill opened a new position in iShares US Home Construction ETF worth $2.67M.

  • Timber Hill's largest Q2 2018 buy was iShares US Home Construction ETF: 70,062 shares worth $2.67M.
  • Timber Hill added most to Toronto Dominion Bank in Q2 2018, an estimated $2.95M increase.
  • Timber Hill's biggest Q2 2018 reduction was State Street SPDR Dow Jones Industrial Average ETF Trust, cutting an estimated $60.5M.
  • Timber Hill fully exited State Street Industrial Select Sector SPDR ETF in Q2 2018, selling an estimated $36.8M.
  • Timber Hill's ten largest holdings make up 75% of its $102M portfolio in Q2 2018.
  • Timber Hill opened 14 new positions and closed 246 in Q2 2018.
  • Timber Hill's portfolio value fell 85% quarter-over-quarter to $102M.

Based on Timber Hill's 13F filing for Q2 2018, filed 9 Aug 2018.