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
76
$1.68K 0.18%
+8,384
77
$1.67K 0.18%
+13,219
78
$1.6K 0.17%
+6,712
79
$1.52K 0.16%
+20,645
80
$1.5K 0.16%
+38,692
81
$1.47K 0.15%
+11,214
82
$1.46K 0.15%
34,627
+29,998
83
$1.4K 0.15%
46,364
+2,065
84
$1.4K 0.15%
5,198
+194
85
$1.36K 0.14%
+6,432
86
$1.23K 0.13%
20,282
+831
87
$1.21K 0.13%
+34,512
88
$1.14K 0.12%
+3,250
89
$1.14K 0.12%
+11,898
90
$1.13K 0.12%
21,266
+6,091
91
$1.13K 0.12%
+41,228
92
$1.13K 0.12%
+133
93
$1.08K 0.11%
22,202
+2,290
94
$1.06K 0.11%
14,856
+2,071
95
$1.01K 0.11%
8,649
+4,609
96
$987 0.1%
9,155
-8,876
97
$967 0.1%
92,712
+5,063
98
$961 0.1%
4,825
+1,691
99
$949 0.1%
18,871
+9,618
100
$927 0.1%
3,357
+249
2 3
4
5 6