HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $79.8B
1-Year Est. Return 17.44%
This Quarter Est. Return
1 Year Est. Return
+17.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.92B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,692
New
Increased
Reduced
Closed

Top Buys

1 +$21.7M
2 +$14.9M
3 +$13.4M
4
MSFT icon
Microsoft
MSFT
+$12.5M
5
COST icon
Costco
COST
+$12.2M

Top Sells

1 +$41.1M
2 +$21M
3 +$17.8M
4
CNP icon
CenterPoint Energy
CNP
+$12.8M
5
NI icon
NiSource
NI
+$11.5M

Sector Composition

1 Energy 15%
2 Healthcare 11.06%
3 Technology 10.59%
4 Industrials 8.51%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$122M 2.07%
4,854,048
-63,056
2
$102M 1.73%
518,175
+21,426
3
$97.9M 1.65%
918,448
+29,605
4
$92M 1.55%
1,983,655
+269,317
5
$84.2M 1.42%
895,492
+87,969
6
$69.7M 1.18%
919,366
+1,174
7
$67.5M 1.14%
1,675,039
+87,241
8
$63.6M 1.08%
647,582
+1,552
9
$59.4M 1%
771,566
-1,994
10
$59.1M 1%
2,222,188
+504,264
11
$54.6M 0.92%
964,995
+15,003
12
$51.9M 0.88%
616,966
+3,306
13
$49.3M 0.83%
401,151
+88,831
14
$47.5M 0.8%
807,057
-1,071
15
$47.2M 0.8%
1,680,765
+172,564
16
$46.8M 0.79%
935,996
+230,404
17
$46.7M 0.79%
257,345
+20,143
18
$46.5M 0.79%
554,614
+767
19
$44.8M 0.76%
480,669
+37,401
20
$44.6M 0.75%
487,177
+64,366
21
$44.1M 0.74%
589,183
+72,107
22
$42.6M 0.72%
768,791
+2,528
23
$41.7M 0.7%
349,207
-6,327
24
$40.8M 0.69%
1,321,522
-24,728
25
$40.4M 0.68%
789,479
+53,339