HighTower Advisors Portfolio holdings
AUM
$79.8B
1-Year Return
17.44%
This Quarter Return
+4.78%
1 Year Return
+17.44%
3 Year Return
+65.6%
5 Year Return
+120.67%
10 Year Return
+243.37%
AUM
$3.84B
AUM Growth
+$168M
(+4.6%)
Cap. Flow
+$33.5M
Cap. Flow
% of AUM
0.87%
Top 10 Holdings %
Top 10 Hldgs %
12.91%
Holding
1,461
New
184
Increased
554
Reduced
429
Closed
173
Top Buys
| 1 |
United Parcel Service
UPS
|
+$36M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$17.6M |
| 3 |
CF Industries
CF
|
+$9.86M |
| 4 |
Wells Fargo
WFC
|
+$5.63M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$5.5M |
Top Sells
| 1 |
Vodafone
VOD
|
+$34.8M |
| 2 |
Johnson & Johnson
JNJ
|
+$30.7M |
| 3 |
3M
MMM
|
+$16.4M |
| 4 |
Texas Instruments
TXN
|
+$13M |
| 5 |
Walmart
WMT
|
+$12M |
Sector Composition
| 1 | Energy | 16.88% |
| 2 | Technology | 10.33% |
| 3 | Healthcare | 8.78% |
| 4 | Industrials | 8.4% |
| 5 | Financials | 8.09% |
