HT
HighTower Trust Portfolio holdings
AUM
$1.02B
1-Year Return
4.1%
This Quarter Return
-4.58%
1 Year Return
-4.1%
3 Year Return
+90.44%
5 Year Return
+71.75%
10 Year Return
+89.29%
AUM
$908M
AUM Growth
+$907M
(+95,070%)
Cap. Flow
+$130M
Cap. Flow
% of AUM
14.33%
Top 10 Holdings %
Top 10 Hldgs %
53.86%
Holding
337
New
114
Increased
56
Reduced
42
Closed
115
Top Buys
| 1 |
Exxon Mobil
XOM
|
$237M |
| 2 |
Apple
AAPL
|
$27.7M |
| 3 |
Blackstone
BX
|
$18.5M |
| 4 |
UnitedHealth
UNH
|
$17.7M |
| 5 |
Amazon
AMZN
|
$16.7M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$240M |
| 2 |
Blackrock
BLK
|
$112M |
| 3 |
Enbridge
ENB
|
$18.6M |
| 4 |
Aon
AON
|
$14.4M |
| 5 |
Colgate-Palmolive
CL
|
$13.3M |
Sector Composition
| 1 | Energy | 35.32% |
| 2 | Consumer Discretionary | 13.9% |
| 3 | Technology | 12.38% |
| 4 | Healthcare | 8.08% |
| 5 | Financials | 8.03% |
