HT
HighTower Trust Portfolio holdings
AUM
$1.02B
This Quarter Return
-0.78%
1 Year Return
-4.1%
3 Year Return
+90.44%
5 Year Return
+71.75%
10 Year Return
+89.29%
AUM
$627M
AUM Growth
+$627M
(-0.27%)
Cap. Flow
+$5.06M
Cap. Flow
% of AUM
0.81%
Top 10 Holdings %
Top 10 Hldgs %
81.91%
Holding
141
New
8
Increased
58
Reduced
44
Closed
8
Top Buys
| 1 |
Chevron
CVX
|
$1.72M |
| 2 |
Exxon Mobil
XOM
|
$573K |
| 3 |
Keurig Dr Pepper
KDP
|
$547K |
| 4 |
EQGP
EQGP Holdings, LP
EQGP
|
$509K |
| 5 |
TGE
Tallgrass Energy, LP Class A Shares
TGE
|
$474K |
Top Sells
Sector Composition
| 1 | Energy | 70.09% |
| 2 | Consumer Staples | 8.21% |
| 3 | Consumer Discretionary | 7.62% |
| 4 | Healthcare | 4.06% |
| 5 | Financials | 2.95% |
