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
626
$2.04M 0.02%
16,651
-26,871
627
$2.04M 0.02%
20,398
+1,906
628
$2.04M 0.02%
15,788
-128,930
629
$2.04M 0.02%
155,233
+102,303
630
$2.03M 0.02%
290,664
-4,792
631
$2.03M 0.02%
38,016
+19,080
632
$2.02M 0.02%
87,166
+26,636
633
$2.02M 0.02%
82,103
-1,102
634
$2.01M 0.02%
56,160
+857
635
$2.01M 0.02%
44,504
+2,182
636
$2.01M 0.02%
59,812
+16,909
637
$2M 0.02%
34,207
+9,756
638
$2M 0.02%
8,554
-4,952
639
$2M 0.02%
23,078
+4,619
640
$2M 0.02%
10,539
-23,482
641
$1.99M 0.02%
156,415
-1,157
642
$1.99M 0.02%
835,440
+120,240
643
$1.99M 0.02%
94,934
+18,643
644
$1.98M 0.02%
40,919
+7,492
645
$1.98M 0.02%
+292,227
646
$1.98M 0.02%
34,063
+3,580
647
$1.97M 0.02%
13,450
+11
648
$1.97M 0.02%
78,939
+28,396
649
$1.96M 0.02%
+64,561
650
$1.95M 0.02%
59,658
-11,706
24 25
26
27 28