HT
HighTower Trust Portfolio holdings
AUM
$1.02B
This Quarter Return
+16.55%
1 Year Return
-4.1%
3 Year Return
+90.44%
5 Year Return
+71.75%
10 Year Return
+89.29%
AUM
$1.04B
AUM Growth
+$1.04B
(+14%)
Cap. Flow
+$7.21M
Cap. Flow
% of AUM
0.7%
Top 10 Holdings %
Top 10 Hldgs %
53.95%
Holding
237
New
15
Increased
108
Reduced
66
Closed
16
Top Buys
| 1 |
RTX Corp
RTX
|
$7.22M |
| 2 |
Union Pacific
UNP
|
$4.79M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$4.22M |
| 4 |
Visa
V
|
$2.84M |
| 5 |
Fidelity MSCI Real Estate Index ETF
FREL
|
$1.45M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$5.12M |
| 2 |
MPLX
MPLX
|
$2.9M |
| 3 |
Apple
AAPL
|
$2.38M |
| 4 |
Philip Morris
PM
|
$1.6M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.3M |
Sector Composition
| 1 | Energy | 37.18% |
| 2 | Consumer Discretionary | 13.66% |
| 3 | Technology | 10.71% |
| 4 | Healthcare | 8.05% |
| 5 | Consumer Staples | 7.99% |
