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
$954K
AUM Growth
-$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$231K
2
+$23.5K
3
+$19.1K
4
URI icon
United Rentals
URI
+$17.8K
5
CCB icon
Coastal Financial
CCB
+$17.2K

Top Sells

1
+$227M
2
+$41.8M
3
+$29.7M
4
BX icon
Blackstone
BX
+$25.6M
5
AMZN icon
Amazon
AMZN
+$23.8M

Sector Composition

1 Healthcare 28.5%
2 Consumer Discretionary 13.38%
3 Technology 11.02%
4 Energy 10.45%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.86K 0.82%
193,867
+188,547
27
$7.14K 0.75%
20,680
-181
28
$7.13K 0.75%
21,534
+128
29
$6.75K 0.71%
638,872
30
$6.55K 0.69%
+65,613
31
$6.3K 0.66%
+56,324
32
$6.17K 0.65%
+145,906
33
$6.04K 0.63%
+12,758
34
$5.66K 0.59%
54,470
+219
35
$5.46K 0.57%
26,453
+19,945
36
$5.31K 0.56%
59,151
+462
37
$5.29K 0.55%
104,168
+1,241
38
$5.26K 0.55%
65,507
+7,825
39
$5.23K 0.55%
13,460
-25,261
40
$4.6K 0.48%
49,844
-2,191
41
$4.38K 0.46%
39,709
-1,850
42
$4.34K 0.45%
+38,384
43
$4.24K 0.44%
11,293
+189
44
$4.05K 0.43%
40,731
-181,952
45
$4.04K 0.42%
27,911
-1,505
46
$3.69K 0.39%
+38,867
47
$3.68K 0.39%
15,137
+50
48
$3.67K 0.38%
12,513
-24,051
49
$3.66K 0.38%
47,217
+1,450
50
$3.61K 0.38%
+254,536
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