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
2051
– –
-9,272
2052
– –
-12,934
2053
– –
-87,693
2054
– –
-9,988
2055
– –
-22,768
2056
– –
-21,642
2057
– –
-5,346
2058
– –
-14,294
2059
– –
-20,205
2060
– –
-6,891
2061
– –
-85
2062
– –
-89,455
2063
– –
-154,700
2064
– –
-1,070
2065
– –
-37,826
2066
– –
-3,359
2067
– –
-15,193
2068
– –
-2,088
2069
– –
-9,792
2070
– –
-11,025
2071
– –
-8,399
2072
– –
-33,786
2073
– –
-19,184
2074
– –
-40,347
2075
– –
-11,488
81 82
83
84 85