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
$8.4B
AUM Growth
+$842M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,171
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$45.5M
3
+$44.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$29.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.5M

Top Sells

1
+$47.5M
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
+$18.3M

Sector Composition

1 Healthcare 11.79%
2 Technology 10.15%
3 Financials 8.68%
4 Industrials 8.55%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
0
1952
– –
-17,640
1953
– –
-87,300
1954
– –
-5,726
1955
– –
-6,371
1956
– –
-1,358
1957
– –
-73,278
1958
– –
-1,250
1959
– –
-897
1960
– –
-70,000
1961
– –
-35,176
1962
– –
-57,440
1963
– –
-20,325
1964
– –
-30,455
1965
– –
-53,086
1966
– –
-13,333
1967
– –
-123,175
1968
– –
-46,915
1969
– –
-6,768
1970
– –
-17,913
1971
– –
-50,120
1972
– –
-43,812
1973
– –
-4,467
1974
– –
-28,200
1975
– –
-83,240
77 78
79
80 81