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
$10.4B
AUM Growth
+$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,111
New
Increased
Reduced
Closed

Top Buys

1 +$55.8M
2 +$30.6M
3 +$30.2M
4
SRE icon
Sempra
SRE
+$22.3M
5
XRLV icon
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
XRLV
+$20.3M

Sector Composition

1 Technology 10.59%
2 Healthcare 9.74%
3 Financials 9.48%
4 Industrials 8.12%
5 Energy 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
-14,318
2052
-12,199
2053
-7,259
2054
-21,174
2055
-38,090
2056
-681
2057
-1,216
2058
-10,320
2059
-225,937
2060
-3,700
2061
-31,286
2062
-12,126
2063
-30,000
2064
-11,067
2065
-14,133
2066
-22,877
2067
-75,074
2068
-329,297
2069
-89,371
2070
-16,670
2071
-435,190
2072
-36,942
2073
-88,818
2074
-3,737
2075
-23,000