HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $88.1B
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.4B
AUM Growth
+$842M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,171
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$45.5M
3
+$44.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$29.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.5M

Top Sells

1
+$47.5M
2
+$40.1M
3
+$32.6M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$22.2M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$18.3M

Sector Composition

1 Healthcare 11.79%
2 Technology 10.15%
3 Financials 8.68%
4 Industrials 8.55%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5.82M 0.07%
243,068
-101,197
302
$5.77M 0.07%
52,150
+4,142
303
$5.72M 0.07%
726,040
-104
304
$5.71M 0.07%
+89,968
305
$5.7M 0.07%
199,446
-10,997
306
$5.66M 0.07%
215,512
-91,680
307
$5.66M 0.07%
42,649
-4,589
308
$5.61M 0.07%
55,716
+14,786
309
$5.6M 0.07%
488,437
+32,817
310
$5.58M 0.07%
167,168
+6,356
311
$5.58M 0.07%
+49,467
312
$5.57M 0.07%
165,157
-240
313
$5.52M 0.07%
198,347
-188,969
314
$5.48M 0.07%
72,424
+27,857
315
$5.47M 0.07%
131,702
+5,952
316
$5.44M 0.06%
59,351
+2,944
317
$5.38M 0.06%
124,563
+29,326
318
$5.38M 0.06%
48,806
-59,227
319
$5.38M 0.06%
28,129
+11,222
320
$5.38M 0.06%
116,661
-209,950
321
$5.37M 0.06%
213,105
+241
322
$5.37M 0.06%
195,346
+72,168
323
$5.34M 0.06%
99,308
-15,168
324
$5.33M 0.06%
107,662
+6,836
325
$5.31M 0.06%
57,182
-266
11 12
13
14 15