HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
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
1976
– –
-22,845
1977
– –
-16,812
1978
– –
-57,465
1979
– –
-138,188
1980
– –
-5,014
1981
– –
-70,000
1982
– –
-41,702
1983
– –
-15,473
1984
– –
-41,341
1985
– –
-7,886
1986
– –
-148,220
1987
– –
-29,889
1988
– –
-1,053,006
1989
– –
-84,160
1990
– –
-35,359
1991
– –
-27,446
1992
– –
-5,902
1993
– –
-11,025
1994
– –
-38,630
1995
– –
-8,125
1996
– –
-1,009
1997
– –
-40,090
1998
– –
-70
1999
– –
-30,918
2000
– –
-80,933
78 79
80
81 82