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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $94.2B
1-Year Est. Return 21.24%
This Fund
S&P 500
This Quarter Est. Return
+1.41%
1 Year Est. Return
+21.24%
3 Year Est. Return
+66.34%
5 Year Est. Return
+83.36%
10 Year Est. Return
+290.31%
AUM
$3.68B
AUM Growth
Cap. Flow
+$3.73B
Cap. Flow %
101.38%
Top 10 Hldgs %
12.88%
Holding
1,285
New
1,238
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Energy 16.85%
2 Technology 10.28%
3 Healthcare 9.44%
4 Financials 8.32%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLE icon
276
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$3.05M 0.08%
+77,868
New +$3.09M
KRFT
277
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
$3.02M 0.08%
+53,963
New +$2.89M
HYMB icon
278
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.07B
$2.98M 0.08%
+110,700
New +$3.18M
SPLV icon
279
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
$2.96M 0.08%
+95,048
New +$3M
MPC icon
280
Marathon Petroleum
MPC
$90.3B
$2.96M 0.08%
+83,204
New +$3.32M
QAI icon
281
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1B
$2.94M 0.08%
+106,416
New +$3M
ACN icon
282
Accenture
ACN
$89.9B
$2.94M 0.08%
+40,905
New +$3.25M
ITM icon
283
VanEck Intermediate Muni ETF
ITM
$2.14B
$2.92M 0.08%
+66,358
New +$3.08M
OVV icon
284
Ovintiv
OVV
$17.7B
$2.86M 0.08%
+33,652
New +$3.12M
SHY icon
285
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$2.86M 0.08%
+33,908
New +$2.86M
NOV icon
286
NOV
NOV
$7.45B
$2.85M 0.08%
+45,793
New +$2.82M
ZBH icon
287
Zimmer Biomet
ZBH
$17.7B
$2.85M 0.08%
+39,104
New +$2.92M
ED icon
288
Consolidated Edison
ED
$41.6B
$2.84M 0.08%
+48,648
New +$2.92M
UN
289
DELISTED
Unilever NV New York Registry Shares
UN
$2.83M 0.08%
+72,069
New +$2.97M
DHI icon
290
D.R. Horton
DHI
$41.2B
$2.83M 0.08%
+133,094
New +$3.22M
CIT
291
DELISTED
CIT Group Inc.
CIT
$2.81M 0.08%
+60,284
New +$2.66M
ZTS icon
292
Zoetis
ZTS
$31.6B
$2.71M 0.07%
+87,637
New +$2.84M
DEM icon
293
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.88B
$2.69M 0.07%
+55,606
New +$2.98M
QQQ icon
294
Invesco QQQ Trust
QQQ
$455B
$2.68M 0.07%
+37,600
New +$2.68M
LDOS icon
295
Leidos
LDOS
$14.1B
$2.68M 0.07%
+77,881
New +$2.77M
EPI icon
296
WisdomTree India Earnings Fund ETF
EPI
$2.02B
$2.68M 0.07%
+165,229
New +$2.94M
INTU icon
297
Intuit
INTU
$81.1B
$2.67M 0.07%
+43,786
New +$2.65M
VIS icon
298
Vanguard Industrials ETF
VIS
$8.23B
$2.63M 0.07%
+32,178
New +$2.6M
VOYA icon
299
Voya Financial
VOYA
$8.94B
$2.61M 0.07%
+96,511
New +$2.48M
TEG
300
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
$2.61M 0.07%
+44,584
New +$2.64M

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HighTower Advisors's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for HighTower Advisors, which disclosed 1,285 positions worth $3.68B. Its ten largest holdings account for 13% of the portfolio.

Its largest position is Apple: 4,499,572 shares worth $63.7M.

By sector, the portfolio is most concentrated in Energy at 17% of assets, followed by Technology and Healthcare.

  • HighTower Advisors's largest Q2 2013 buy was Apple: 4,499,572 shares worth $63.7M.
  • HighTower Advisors's ten largest holdings make up 13% of its $3.68B portfolio in Q2 2013.
  • HighTower Advisors disclosed 1,285 positions in Q2 2013, its first 13F filing on record.

Based on HighTower Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.