HighTower Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Value ETF
IWD
|
+$20.3M |
| 2 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$16.8M |
| 3 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$14.9M |
| 4 |
Columbia Emerging Markets Consumer ETF
ECON
|
+$14.4M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$13.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NTT
Nippon Telegraph & Telephone
NTT
|
+$17.5M |
| 2 |
Vanguard Total Bond Market
BND
|
+$11.6M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$10.3M |
| 4 |
AbbVie
ABBV
|
+$10M |
| 5 |
SPDR Gold Trust
GLD
|
+$8.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.47% |
| 2 | Healthcare | 10.02% |
| 3 | Financials | 9.75% |
| 4 | Industrials | 8.8% |
| 5 | Energy | 7.24% |
Similar funds
HighTower Advisors's Q4 2016 Portfolio in Review
As of Q4 2016, HighTower Advisors held 2,117 positions worth $9.2B, up 6.6% from $8.63B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
HighTower Advisors deployed $368M of net new capital in Q4 2016, opening 252 new positions and adding to 867 existing holdings. Its largest new stake was Columbia Emerging Markets Consumer ETF: 620,431 shares worth $13.7M.
By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 11% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Nippon Telegraph & Telephone, an estimated $17.5M trimmed.
- HighTower Advisors's largest Q4 2016 buy was Columbia Emerging Markets Consumer ETF: 620,431 shares worth $13.7M.
- HighTower Advisors added most to iShares Russell 1000 Value ETF in Q4 2016, an estimated $20.3M increase.
- HighTower Advisors's biggest Q4 2016 reduction was Nippon Telegraph & Telephone, cutting an estimated $17.5M.
- HighTower Advisors fully exited Gramercy Property Trust in Q4 2016, selling an estimated $3.27M.
- HighTower Advisors's ten largest holdings make up 15% of its $9.2B portfolio in Q4 2016.
- HighTower Advisors opened 252 new positions and closed 187 in Q4 2016.
- HighTower Advisors's portfolio value rose 6.6% quarter-over-quarter to $9.2B.
Based on HighTower Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.