HT

HighTower Trust Portfolio holdings

AUM $1.02B
1-Year Est. Return 4.1%
This Quarter Est. Return
1 Year Est. Return
-4.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1 +$24.9M
2 +$11.9M
3 +$4.08M
4
NFLX icon
Netflix
NFLX
+$3.27M
5
AMT icon
American Tower
AMT
+$2.98M

Top Sells

1 +$4.93M
2 +$2.26M
3 +$1.67M
4
VZ icon
Verizon
VZ
+$1.06M
5
SLB icon
SLB Limited
SLB
+$810K

Sector Composition

1 Energy 22.27%
2 Technology 16.9%
3 Consumer Discretionary 16.12%
4 Financials 9.23%
5 Healthcare 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$179K 0.02%
+17,341
227
$161K 0.02%
+1,011
228
$154K 0.02%
+11,403
229
$26K ﹤0.01%
+14,150
230
-57,339
231
-67,576