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
$5.92B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,692
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$14.9M
3
+$13.4M
4
MSFT icon
Microsoft
MSFT
+$12.5M
5
COST icon
Costco
COST
+$12.2M

Top Sells

1
+$41.1M
2
+$21M
3
+$17.8M
4
CNP icon
CenterPoint Energy
CNP
+$12.8M
5
NI icon
NiSource
NI
+$11.5M

Sector Composition

1 Energy 15%
2 Healthcare 11.06%
3 Technology 10.59%
4 Industrials 8.51%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-30,950
1602
– –
-74,879
1603
– –
-6,924
1604
– –
-38,696
1605
– –
-10,850
1606
– –
-44,620
1607
– –
-589
1608
– –
-228,905
1609
– –
-22,522
1610
– –
-5,432
1611
– –
-10,484
1612
– –
-128,534
1613
– –
-5,521
1614
– –
-25,457
1615
– –
-6,982
1616
– –
-196
1617
– –
-3,750
1618
– –
-1,937
1619
– –
-71,250
1620
– –
-2,744
1621
– –
-2,626
1622
– –
-11,277
1623
– –
-103,402
1624
– –
-8,520
1625
– –
-2,803
63 64
65
66 67