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
$73.7B
AUM Growth
+$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,730
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$137M
3
+$81.5M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$79M
5
AEP icon
American Electric Power
AEP
+$72.9M

Top Sells

1
+$86.3M
2
+$83.9M
3
+$64.7M
4
IBM icon
IBM
IBM
+$56.7M
5
GM icon
General Motors
GM
+$48.9M

Sector Composition

1 Technology 12.33%
2 Financials 10.91%
3 Consumer Discretionary 6.07%
4 Healthcare 5.9%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3526
– –
-8,176
3527
– –
-4,771
3528
– –
-39,139
3529
– –
-2,777
3530
– –
0
3531
– –
-64,150
3532
– –
-3,734
3533
– –
-84,430
3534
– –
-1,579
3535
– –
-68,915
3536
– –
-10,420
3537
– –
-10,951
3538
– –
-12,900
3539
– –
-11,502
3540
– –
-1,586
3541
– –
-15,831
3542
– –
-16,630
3543
– –
-33,582
3544
– –
-10,039
3545
– –
-52,001
3546
– –
-1,141
3547
– –
-107,187
3548
– –
-8,676
3549
– –
-9,503
3550
– –
-24,480
140 141
142
143 144