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
2076
– –
-22,866
2077
– –
-10,355
2078
– –
-17,646
2079
– –
-4,533
2080
– –
-21,198
2081
– –
-9,723
2082
– –
-10,448
2083
– –
-14,008
2084
– –
-20,573
2085
– –
-30,833
2086
– –
-10,250
2087
– –
-4
2088
– –
-10,000
2089
– –
-22,822
2090
– –
-13,058
2091
– –
-4,261
2092
– –
-44,513
2093
– –
-17,930
2094
– –
-21,494
2095
– –
-8,773
2096
– –
-7,660
2097
– –
-5,841
2098
– –
0
2099
– –
-8,086
2100
– –
-15,894
82 83
84
85 86