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
$6.53B
AUM Growth
+$614M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,732
New
Increased
Reduced
Closed

Top Buys

1
+$98.7M
2
+$25.2M
3
+$18.9M
4
KMI icon
Kinder Morgan
KMI
+$17.1M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$13M

Top Sells

1
+$22.7M
2
+$13.4M
3
+$11.9M
4
HES
Hess
HES
+$7.67M
5
OXY icon
Occidental Petroleum
OXY
+$7.52M

Sector Composition

1 Energy 11.99%
2 Healthcare 11.63%
3 Technology 10.19%
4 Industrials 8.38%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$27K ﹤0.01%
89
+28
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%
76,000
1532
$14K ﹤0.01%
+10,000
1533
– –
0
1534
– –
0
1535
$11K ﹤0.01%
1,025
1536
$10K ﹤0.01%
1,375
-5,363
1537
– –
0
1538
$10K ﹤0.01%
4,529
+2,500
1539
$10K ﹤0.01%
15,000
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
– –
-20,727
1546
– –
-27,839
1547
– –
-2,487
1548
– –
-62,948
1549
– –
-4,927
1550
– –
-11,941
60 61
62
63 64