HighTower Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
United Parcel Service
UPS
|
+$34.6M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$17.6M |
| 3 |
CF Industries
CF
|
+$8.96M |
| 4 |
Wells Fargo
WFC
|
+$5.81M |
| 5 |
Marathon Petroleum
MPC
|
+$5.69M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vodafone
VOD
|
+$37.6M |
| 2 |
Johnson & Johnson
JNJ
|
+$31.7M |
| 3 |
3M
MMM
|
+$17.4M |
| 4 |
Texas Instruments
TXN
|
+$14.5M |
| 5 |
DuPont de Nemours
DD
|
+$13.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 16.24% |
| 2 | Technology | 9.93% |
| 3 | Healthcare | 8.45% |
| 4 | Industrials | 8.09% |
| 5 | Financials | 7.77% |
Similar funds
HighTower Advisors's Q3 2013 Portfolio in Review
As of Q3 2013, HighTower Advisors held 1,524 positions worth $3.99B, up 8.7% from $3.68B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
HighTower Advisors deployed $13.8B of net new capital in Q3 2013, opening 239 new positions and adding to 556 existing holdings. Its largest new stake was iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019: 5,427 shares worth $5.11M.
By sector, the portfolio is most concentrated in Energy at 16% of assets, down from 17% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Johnson & Johnson, an estimated $31.7M trimmed.
- HighTower Advisors's largest Q3 2013 buy was iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019: 5,427 shares worth $5.11M.
- HighTower Advisors added most to United Parcel Service in Q3 2013, an estimated $34.6M increase.
- HighTower Advisors's biggest Q3 2013 reduction was Johnson & Johnson, cutting an estimated $31.7M.
- HighTower Advisors fully exited Vodafone in Q3 2013, selling an estimated $37.6M.
- HighTower Advisors's ten largest holdings make up 13% of its $3.99B portfolio in Q3 2013.
- HighTower Advisors opened 239 new positions and closed 180 in Q3 2013.
- HighTower Advisors's portfolio value rose 8.7% quarter-over-quarter to $3.99B.
Based on HighTower Advisors's 13F filing for Q3 2013, filed 15 Nov 2013.