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
1601
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1602
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-88,944
1603
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1604
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1605
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1606
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1607
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1608
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1609
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1610
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1611
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-5,000
1612
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-73,376
1613
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-18,589
1614
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-9,153
1615
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-13,328
1616
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-19,601
1617
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-12,030
1618
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1619
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1620
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1621
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1622
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1623
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-49,737
1624
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-14,445
1625
– –
-35,739
63 64
65
66 67