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
$8.4B
AUM Growth
+$842M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,172
New
Increased
Reduced
Closed

Top Buys

1
+$46.5M
2
+$44.8M
3
+$43.2M
4
VV icon
Vanguard Large-Cap ETF
VV
+$29.9M
5
DY icon
Dycom Industries
DY
+$24.1M

Top Sells

1
+$47.9M
2
+$40.1M
3
+$32.6M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$22.2M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$19M

Sector Composition

1 Healthcare 11.79%
2 Technology 10.14%
3 Financials 8.69%
4 Industrials 8.57%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-76,623
1952
– –
-19,433
1953
– –
-57,440
1954
– –
-20,325
1955
– –
-30,455
1956
– –
-53,086
1957
– –
-87,693
1958
– –
-9,988
1959
– –
-22,768
1960
– –
-13,333
1961
– –
-123,175
1962
– –
-46,915
1963
– –
-6,768
1964
– –
-17,913
1965
– –
-50,120
1966
– –
-43,812
1967
– –
-4,467
1968
– –
-28,200
1969
– –
-83,240
1970
– –
-22,845
1971
– –
-16,812
1972
– –
-57,465
1973
– –
-138,188
1974
– –
-5,014
1975
– –
-70,000
77 78
79
80 81