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
51
$3.55K 0.37%
35,888
-286
52
$3.41K 0.36%
+106,832
53
$3.38K 0.35%
+47,296
54
$3.37K 0.35%
+13,698
55
$3.3K 0.35%
+19,208
56
$3.09K 0.32%
+8,053
57
$3.05K 0.32%
20,397
-4,406
58
$3.03K 0.32%
206,260
+184,910
59
$2.92K 0.31%
27,694
+11,740
60
$2.8K 0.29%
+15,975
61
$2.64K 0.28%
+10,600
62
$2.63K 0.28%
37,500
63
$2.54K 0.27%
+7,893
64
$2.36K 0.25%
19,815
+486
65
$2.3K 0.24%
+228,331
66
$2.2K 0.23%
+51,849
67
$2.16K 0.23%
+5,574
68
$2.03K 0.21%
12,770
+1,791
69
$1.91K 0.2%
+14,793
70
$1.8K 0.19%
+15,700
71
$1.8K 0.19%
54,763
+53,742
72
$1.77K 0.19%
+30,393
73
$1.76K 0.18%
25,549
+207
74
$1.76K 0.18%
+7,216
75
$1.68K 0.18%
+9,847
1 2
3
4 5