HighTower Advisors Portfolio holdings
AUM
$79.8B
This Quarter Return
+6.17%
1 Year Return
+17.44%
3 Year Return
+65.6%
5 Year Return
+120.67%
10 Year Return
+243.37%
AUM
$50.8B
AUM Growth
+$4.96B
(+11%)
Cap. Flow
+$2.41B
Cap. Flow
% of AUM
4.75%
Top 10 Holdings %
Top 10 Hldgs %
19.97%
Holding
3,426
New
282
Increased
1,691
Reduced
1,031
Closed
196
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$222M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$158M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$111M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$78.7M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$70.9M |
Top Sells
Sector Composition
| 1 | Technology | 14.16% |
| 2 | Financials | 10.21% |
| 3 | Healthcare | 7.63% |
| 4 | Consumer Discretionary | 6.16% |
| 5 | Industrials | 4.65% |
