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
$6.53B
AUM Growth
+$614M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,732
New
Increased
Reduced
Closed

Top Buys

1 +$98.7M
2 +$25.2M
3 +$18.9M
4
KMI icon
Kinder Morgan
KMI
+$17.1M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$13M

Top Sells

1 +$22.7M
2 +$13.4M
3 +$11.9M
4
HES
Hess
HES
+$7.67M
5
OXY icon
Occidental Petroleum
OXY
+$7.52M

Sector Composition

1 Energy 11.99%
2 Healthcare 11.63%
3 Technology 10.19%
4 Industrials 8.38%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$205M 3.14%
998,199
+480,024
2
$138M 2.12%
5,009,732
+155,684
3
$99.3M 1.52%
949,493
+31,045
4
$97M 1.49%
2,088,214
+104,559
5
$95M 1.45%
1,027,151
+131,659
6
$78.3M 1.2%
977,609
+58,243
7
$73.5M 1.12%
660,901
+13,319
8
$63.2M 0.97%
1,748,407
+73,368
9
$60M 0.92%
2,362,702
+140,514
10
$57.5M 0.88%
1,061,185
+96,190
11
$56.4M 0.86%
618,776
+64,162
12
$52.6M 0.81%
636,570
+19,604
13
$52.5M 0.8%
549,049
+61,872
14
$50.3M 0.77%
1,702,021
+21,256
15
$49.2M 0.75%
606,739
-164,827
16
$48.6M 0.74%
1,038,164
+102,168
17
$48.3M 0.74%
510,552
+29,883
18
$46.8M 0.72%
793,010
+3,531
19
$46.7M 0.71%
385,415
-15,736
20
$45.8M 0.7%
298,311
+40,966
21
$43.8M 0.67%
588,905
-278
22
$43.2M 0.66%
841,060
+34,003
23
$42.6M 0.65%
379,432
+30,225
24
$39.9M 0.61%
1,391,980
+70,458
25
$39M 0.6%
867,322
+98,531