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HighTower Advisors Portfolio holdings
AUM
$104B
1-Year Est. Return
28.3%
This Fund
S&P 500
This Quarter
Est. Return
+1.41%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$3.68B
AUM Growth
–
Cap. Flow
+$3.7B
Cap. Flow
% of AUM
100.67%
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 | Miscellaneous | 23.41% |
| 2 | Energy | 17.96% |
| 3 | Technology | 10.3% |
| 4 | Healthcare | 9.55% |
| 5 | Financials | 8.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
EV
476
DELISTED
Eaton Vance Corp.
EV
| $1.47M | 0.04% |
+39,132
| New | +$1.57M |
|
|
ESV
477
DELISTED
Ensco Rowan plc
ESV
| $1.46M | 0.04% |
+6,289
| New | +$1.48M |
|
478
PetMed Express
PETS
$37.5M
| $1.45M | 0.04% |
+114,750
| New | +$1.5M |
|
|
FIF
479
DELISTED
FIRST TRUST ENERGY INFRASTRUCTURE FUND
FIF
| $1.45M | 0.04% |
+61,018
| New | +$1.46M |
|
480
Chord Energy
CHRD
$8.2B
| $1.45M | 0.04% |
+35,223
| New | +$1.31M |
|
481
Buckle
BKE
$2.14B
| $1.45M | 0.04% |
+27,455
| New | +$1.37M |
|
482
Vanguard Morningstar Value ETF
VTV
$191B
| $1.45M | 0.04% |
+21,388
| New | +$1.45M |
|
483
America Movil
AMX
$69.1B
| $1.44M | 0.04% |
+66,414
| New | +$1.36M |
|
484
Terex
TEX
$7.02B
| $1.44M | 0.04% |
+54,717
| New | +$1.69M |
|
485
W.P. Carey
WPC
$15.9B
| $1.44M | 0.04% |
+22,206
| New | +$1.51M |
|
486
Danaher
DHR
$144B
| $1.44M | 0.04% |
+33,747
| New | +$1.4M |
|
487
Ventas
VTR
$45.6B
| $1.43M | 0.04% |
+17,999
| New | +$1.55M |
|
488
Equinor
EQNR
$107B
| $1.43M | 0.04% |
+68,989
| New | +$1.58M |
|
489
iShares MSCI Turkey ETF
TUR
$228M
| $1.42M | 0.04% |
+23,941
| New | +$1.66M |
|
490
Copart
CPRT
$29.6B
| $1.42M | 0.04% |
+361,104
| New | +$1.54M |
|
491
Tronox
TROX
$744M
| $1.39M | 0.04% |
+69,110
| New | +$1.44M |
|
|
VMW
492
DELISTED
VMware, Inc
VMW
| $1.39M | 0.04% |
+20,751
| New | +$1.52M |
|
493
Aptiv
APTV
$9.32B
| $1.39M | 0.04% |
+27,357
| New | +$1.28M |
|
494
Cigna
CI
$72.9B
| $1.39M | 0.04% |
+19,121
| New | +$1.29M |
|
495
T. Rowe Price
TROW
$23.1B
| $1.38M | 0.04% |
+18,876
| New | +$1.41M |
|
496
Herbalife
HLF
$1.29B
| $1.38M | 0.04% |
+61,106
| New | +$1.3M |
|
497
Pediatrix Medical
MD
$2.16B
| $1.38M | 0.04% |
+30,122
| New | +$1.35M |
|
|
CERN
498
DELISTED
Cerner Corp
CERN
| $1.37M | 0.04% |
+28,590
| New | +$1.37M |
|
499
Mattel
MAT
$3.95B
| $1.37M | 0.04% |
+30,282
| New | +$1.36M |
|
|
DFS
500
DELISTED
Discover Financial Services
DFS
| $1.37M | 0.04% |
+28,770
| New | +$1.32M |
|
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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 Miscellaneous at 23% of assets, followed by Energy and Technology.
- 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.