HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.53B
AUM Growth
+$614M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,732
New
Increased
Reduced
Closed

Top Buys

1
+$96.5M
2
+$24.4M
3
+$18.3M
4
KMI icon
Kinder Morgan
KMI
+$15.9M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$13.3M

Top Sells

1
+$21.6M
2
+$13M
3
+$11.9M
4
HES
Hess
HES
+$8.24M
5
OXY icon
Occidental Petroleum
OXY
+$7.76M

Sector Composition

1 Energy 11.99%
2 Healthcare 11.63%
3 Technology 10.17%
4 Industrials 8.39%
5 Financials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$27K ﹤0.01%
+11,200
1527
$26K ﹤0.01%
10,100
1528
$23K ﹤0.01%
1,000
1529
$23K ﹤0.01%
12,446
1530
$21K ﹤0.01%
15,000
1531
$14K ﹤0.01%
+10,000
1532
– –
0
1533
$14K ﹤0.01%
76,000
1534
– –
0
1535
$11K ﹤0.01%
1,025
1536
$10K ﹤0.01%
15,000
1537
$10K ﹤0.01%
1,375
-5,363
1538
– –
0
1539
$10K ﹤0.01%
4,529
+2,500
1540
$8K ﹤0.01%
50
1541
$8K ﹤0.01%
42,600
1542
$5K ﹤0.01%
2,000
1543
$5K ﹤0.01%
35,000
1544
$3K ﹤0.01%
10,000
1545
– –
-13,437
1546
– –
-3,200
1547
– –
-62,948
1548
– –
-4,927
1549
– –
-11,941
1550
– –
-27,978
60 61
62
63 64