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HighTower Advisors Portfolio holdings
AUM
$94.2B
1-Year Est. Return
21.24%
This Fund
S&P 500
This Quarter
Est. Return
+4.19%
1 Year Est. Return
+21.24%
3 Year Est. Return
+66.34%
5 Year Est. Return
+83.36%
10 Year Est. Return
+290.31%
AUM
$11.7B
AUM Growth
+$543M
(+4.9%)
Cap. Flow
+$198M
Cap. Flow
% of AUM
1.69%
Top 10 Holdings %
Top 10 Hldgs %
13.92%
Holding
2,443
New
245
Increased
1,020
Reduced
763
Closed
227
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Chase
JPM
|
+$106M |
| 2 |
DuPont de Nemours
DD
|
+$27M |
| 3 |
Vanguard Total World Stock ETF
VT
|
+$16.2M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$15.6M |
| 5 |
Stepan Co
SCL
|
+$15.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
|
+$30M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$25.3M |
| 3 |
GE Aerospace
GE
|
+$21.8M |
| 4 |
Home Depot
HD
|
+$20M |
| 5 |
TWX
Time Warner Inc
TWX
|
+$16M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.8% |
| 2 | Financials | 9.67% |
| 3 | Healthcare | 9.58% |
| 4 | Industrials | 7.73% |
| 5 | Consumer Staples | 5.86% |
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HighTower Advisors's Q3 2017 Portfolio in Review
As of Q3 2017, HighTower Advisors held 2,443 positions worth $11.7B, up 4.9% from $11.2B the previous quarter. Its ten largest holdings account for 14% of the portfolio.
HighTower Advisors's Q3 2017 filing shows 245 new, 1,020 increased, 763 reduced and 227 closed positions. Its largest new stake was JPMorgan Chase: 1,148,337 shares worth $110M. The largest sale was Scripps Networks Interactive, Inc Common Class A, an estimated $30M.
By sector, the portfolio is most concentrated in Technology at 9.8% of assets, down from 9.9% a quarter earlier, followed by Financials and Healthcare.
- HighTower Advisors's largest Q3 2017 buy was JPMorgan Chase: 1,148,337 shares worth $110M.
- HighTower Advisors added most to DuPont de Nemours in Q3 2017, an estimated $27M increase.
- HighTower Advisors's biggest Q3 2017 reduction was Scripps Networks Interactive, Inc Common Class A, cutting an estimated $30M.
- HighTower Advisors fully exited Du Pont De Nemours E I in Q3 2017, selling an estimated $25.3M.
- HighTower Advisors's ten largest holdings make up 14% of its $11.7B portfolio in Q3 2017.
- HighTower Advisors opened 245 new positions and closed 227 in Q3 2017.
- HighTower Advisors's portfolio value rose 4.9% quarter-over-quarter to $11.7B.
Based on HighTower Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.