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
26
$46M 0.55%
657,500
+303,611
27
$46M 0.55%
553,680
+531,608
28
$45.8M 0.54%
423,778
-439,923
29
$45.5M 0.54%
+1,168,480
30
$42.3M 0.5%
444,399
+39,415
31
$42.1M 0.5%
705,142
+22,626
32
$42M 0.5%
978,783
+4,694
33
$41.9M 0.5%
400,079
+67,088
34
$41.7M 0.49%
522,230
+165,415
35
$40.7M 0.48%
382,198
+29,584
36
$40.4M 0.48%
342,060
+37,790
37
$40.4M 0.48%
413,122
+136,269
38
$39.2M 0.47%
673,219
-152,195
39
$39M 0.46%
649,481
+71,693
40
$38.2M 0.45%
644,074
+2,326
41
$38.2M 0.45%
288,485
+21,342
42
$37.8M 0.45%
184,665
+58,927
43
$37.8M 0.45%
261,544
+416
44
$35.8M 0.43%
354,260
+2,798
45
$33.4M 0.4%
379,777
-37,506
46
$32.8M 0.39%
558,148
+216,105
47
$31.8M 0.38%
196,111
+28,694
48
$31.7M 0.38%
1,553,367
+367,455
49
$31.6M 0.38%
704,842
+39,088
50
$31.5M 0.37%
336,517
+318,001
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