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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
% of AUM
101.38%
Top 10 Holdings %
Top 10 Hldgs %
12.88%
Holding
1,285
New
1,238
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$69.2M |
| 2 |
ExxonMobil
XOM
|
+$63.3M |
| 3 |
Johnson & Johnson
JNJ
|
+$60.1M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$44.7M |
| 5 |
Enterprise Products Partners
EPD
|
+$43.7M |
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 | |
|---|---|---|---|---|---|---|
26
Walmart Inc
WMT
$868B
| $25.8M | 0.7% |
+1,040,904
| New | +$26.7M |
|
27
Bristol-Myers Squibb
BMY
$127B
| $25.8M | 0.7% |
+576,210
| New | +$25M |
|
28
Cisco
CSCO
$450B
| $23.8M | 0.65% |
+981,634
| New | +$22.1M |
|
|
ANDX
29
DELISTED
Andeavor Logistics LP
ANDX
| $23.7M | 0.64% |
+391,643
| New | +$23M |
|
|
EPB
30
DELISTED
EL PASO PIPELINE PARTNERS, L.P. COM UNITS REPSTG LTD PART
EPB
| $23.5M | 0.64% |
+537,404
| New | +$22.9M |
|
31
Berkshire Hathaway Class B
BRK.B
$1.07T
| $22.2M | 0.6% |
+198,207
| New | +$21.8M |
|
32
American Water Works
AWK
$26.2B
| $20.6M | 0.56% |
+497,828
| New | +$20.6M |
|
|
BWP
33
DELISTED
Boardwalk Pipeline Partners
BWP
| $20.4M | 0.55% |
+675,306
| New | +$20.3M |
|
34
iShares Russell 1000 Growth ETF
IWF
$123B
| $20.2M | 0.55% |
+1,110,016
| New | +$20.3M |
|
35
Energy Transfer Partners
ET
$70.3B
| $19.8M | 0.54% |
+1,325,584
| New | +$19.4M |
|
36
Alphabet (Google) Class C
GOOG
$3.91T
| $19.4M | 0.53% |
+885,386
| New | +$18.7M |
|
37
Colgate-Palmolive
CL
$72.4B
| $19.1M | 0.52% |
+332,572
| New | +$19.7M |
|
38
McDonald's
MCD
$189B
| $19M | 0.52% |
+192,044
| New | +$19.2M |
|
39
Verizon
VZ
$188B
| $18.9M | 0.51% |
+375,989
| New | +$19.2M |
|
40
Kimberly-Clark
KMB
$36.2B
| $18.8M | 0.51% |
+201,327
| New | +$19.4M |
|
|
WPZ
41
DELISTED
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
| $18.5M | 0.5% |
+380,897
| New | +$18.4M |
|
42
United Parcel Service
UPS
$97.5B
| $18.4M | 0.5% |
+213,201
| New | +$18.3M |
|
43
Wells Fargo
WFC
$263B
| $18M | 0.49% |
+437,687
| New | +$17.1M |
|
44
CenterPoint Energy
CNP
$29.1B
| $17.2M | 0.47% |
+732,168
| New | +$17.4M |
|
45
Boeing
BA
$167B
| $16.5M | 0.45% |
+160,891
| New | +$15.3M |
|
46
3M
MMM
$88.6B
| $16.4M | 0.45% |
+179,018
| New | +$16.3M |
|
|
WES
47
DELISTED
Western Gas Partners Lp
WES
| $16.2M | 0.44% |
+249,035
| New | +$14.9M |
|
48
NiSource
NI
$22.4B
| $15.8M | 0.43% |
+1,407,843
| New | +$16.3M |
|
49
Oneok
OKE
$59.1B
| $15M | 0.41% |
+414,814
| New | +$17.1M |
|
|
ARG
50
DELISTED
Airgas Inc
ARG
| $15M | 0.41% |
+156,783
| New | +$15.4M |
|
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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.