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
2101
– –
0
2102
– –
-9,036
2103
– –
-10,168
2104
– –
-17,110
2105
– –
-25,000
2106
– –
-108,741
2107
– –
-77,589
2108
– –
-24,445
2109
– –
-14,220
2110
– –
-75,772
2111
– –
-43,690
2112
– –
-281,350
2113
– –
-54,390
2114
– –
-325,276
2115
– –
-5,749
2116
– –
-57,810
2117
– –
-9,582
2118
– –
-11,750
2119
– –
-10,946
2120
– –
-64,091
2121
– –
-12,247
2122
– –
-5,590
2123
– –
-77,341
2124
– –
-2,701
2125
– –
-195,558
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