HighTower Advisors Portfolio holdings
AUM
$79.8B
This Quarter Return
+2.65%
1 Year Return
+17.44%
3 Year Return
+65.6%
5 Year Return
+120.67%
10 Year Return
+243.37%
AUM
$12.8B
AUM Growth
+$12.8B
(+7%)
Cap. Flow
+$653M
Cap. Flow
% of AUM
5.12%
Top 10 Holdings %
Top 10 Hldgs %
14.18%
Holding
2,260
New
209
Increased
906
Reduced
832
Closed
157
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$114M |
| 2 |
McDonald's
MCD
|
$58.7M |
| 3 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$43.3M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$36.7M |
| 5 |
Broadcom
AVGO
|
$20.9M |
Top Sells
| 1 |
First Trust North American Energy Infrastructure Fund
EMLP
|
$11.1M |
| 2 |
iShares US Aerospace & Defense ETF
ITA
|
$11M |
| 3 |
TWX
Time Warner Inc
TWX
|
$9.96M |
| 4 |
SPDR S&P Bank ETF
KBE
|
$9.69M |
| 5 |
Omega Healthcare
OHI
|
$8.36M |
Sector Composition
| 1 | Technology | 10.57% |
| 2 | Financials | 9.86% |
| 3 | Healthcare | 8.76% |
| 4 | Industrials | 7.03% |
| 5 | Consumer Discretionary | 5.85% |