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
$6.72B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,808
New
Increased
Reduced
Closed

Top Buys

1 +$41.2M
2 +$39.8M
3 +$36.9M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$23.7M
5
VZ icon
Verizon
VZ
+$15.7M

Top Sells

1 +$21.6M
2 +$17.7M
3 +$16.3M
4
C icon
Citigroup
C
+$15M
5
KO icon
Coca-Cola
KO
+$14M

Sector Composition

1 Healthcare 11.81%
2 Energy 11.2%
3 Technology 9.91%
4 Industrials 8.24%
5 Financials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$207M 3.08%
1,003,338
+5,139
2
$162M 2.42%
5,219,312
+209,580
3
$101M 1.51%
1,005,609
+56,116
4
$89.5M 1.33%
1,053,520
+26,369
5
$83.4M 1.24%
2,050,534
-37,680
6
$83M 1.23%
1,023,713
+46,104
7
$75.9M 1.13%
680,978
+330,727
8
$66.3M 0.99%
678,975
+18,074
9
$66.2M 0.98%
1,360,714
+322,550
10
$65.1M 0.97%
2,639,157
+276,455
11
$59.9M 0.89%
1,092,272
+31,087
12
$59.4M 0.88%
387,140
+88,829
13
$57.7M 0.86%
1,751,599
+3,192
14
$53.6M 0.8%
653,366
+34,590
15
$52.3M 0.78%
420,757
+320,057
16
$52.2M 0.78%
438,603
+53,188
17
$52.1M 0.78%
808,155
+15,145
18
$51.3M 0.76%
1,553,827
-148,194
19
$49.6M 0.74%
501,741
-47,308
20
$49M 0.73%
638,630
+2,060
21
$47.2M 0.7%
125,507
+109,682
22
$46.4M 0.69%
917,355
+50,033
23
$45.8M 0.68%
569,419
-37,320
24
$45.8M 0.68%
317,402
+73,130
25
$45.3M 0.67%
477,542
-33,010