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
$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
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
1
$204M 2.42%
7,757,064
+512,772
2
$155M 1.84%
761,679
+226,350
3
$145M 1.72%
2,617,188
+104,102
4
$130M 1.54%
1,262,677
+44,935
5
$115M 1.37%
1,475,581
+21,872
6
$113M 1.35%
4,364,165
+48,390
7
$97.9M 1.16%
656,367
+7,243
8
$97.3M 1.16%
1,251,100
+237,697
9
$82.4M 0.98%
1,634,184
+82,141
10
$80.7M 0.96%
1,014,965
+73,366
11
$77.4M 0.92%
1,009,976
-42,710
12
$76.4M 0.91%
578,341
+27,456
13
$74.2M 0.88%
1,123,473
+223,540
14
$69.9M 0.83%
1,016,381
+31,390
15
$69.1M 0.82%
694,734
+51,844
16
$68.5M 0.81%
1,483,076
-92,035
17
$66.2M 0.79%
2,162,009
+32,313
18
$64.3M 0.76%
645,131
+44,918
19
$64.3M 0.76%
668,224
+2,801
20
$62.3M 0.74%
473,146
-9,652
21
$56.4M 0.67%
1,639,086
-63,989
22
$52.5M 0.62%
2,053,851
+102,924
23
$50.3M 0.6%
740,428
+88,930
24
$49.8M 0.59%
917,274
+77,411
25
$48.9M 0.58%
543,514
+70,870