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
1976
– –
-22,845
1977
– –
-16,812
1978
– –
-57,465
1979
– –
-138,188
1980
– –
-73,662
1981
– –
-5,014
1982
– –
-70,000
1983
– –
-41,702
1984
– –
-15,473
1985
– –
-41,341
1986
– –
-7,886
1987
– –
-148,220
1988
– –
-29,889
1989
– –
-1,053,006
1990
– –
-84,160
1991
– –
-35,359
1992
– –
-27,446
1993
– –
-5,902
1994
– –
-11,025
1995
– –
-38,630
1996
– –
-8,125
1997
– –
-1,009
1998
– –
-40,090
1999
– –
-70
2000
– –
-30,918
78 79
80
81 82