We are live on ! Find out more
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
KT icon
626
KT
KT
$8.84B
$922K 0.03%
+59,378
New +$981K
BEAM
627
DELISTED
BEAM INC COM STK (DE)
BEAM
$916K 0.02%
+14,512
New +$941K
PFIG icon
628
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$115M
$912K 0.02%
+36,746
New +$938K
KYN icon
629
Kayne Anderson Energy Infrastructure Fund
KYN
$2.52B
$910K 0.02%
+23,394
New +$849K
PSA icon
630
Public Storage
PSA
$60.2B
$899K 0.02%
+5,863
New +$924K
PTR
631
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
$895K 0.02%
+8,089
New +$976K
CRM icon
632
Salesforce
CRM
$134B
$894K 0.02%
+23,412
New +$966K
EMLC icon
633
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.74B
$893K 0.02%
+18,406
New +$978K
CHI
634
Calamos Convertible Opportunities and Income Fund
CHI
$1.02B
$892K 0.02%
+70,780
New +$899K
FLS icon
635
Flowserve
FLS
$9.25B
$880K 0.02%
+16,290
New +$882K
BONA
636
DELISTED
BONA FILM GROUP LTD SPONSORED ADS
BONA
$878K 0.02%
+221,633
New +$944K
TGP
637
DELISTED
Teekay LNG Partners L.P.
TGP
$876K 0.02%
+20,037
New +$847K
MOO icon
638
VanEck Agribusiness ETF
MOO
$989M
$875K 0.02%
+17,098
New +$912K
BKNG icon
639
Booking.com
BKNG
$138B
$874K 0.02%
+26,450
New +$808K
BWA icon
640
BorgWarner
BWA
$13.2B
$873K 0.02%
+23,011
New +$809K
FPT
641
DELISTED
Federated Premier Intermediate M
FPT
$871K 0.02%
+60,912
New +$833K
JBHT icon
642
JB Hunt Transport Services
JBHT
$27.1B
$868K 0.02%
+12,017
New +$869K
SSYS icon
643
Stratasys
SSYS
$697M
$867K 0.02%
+10,350
New +$834K
PNNT
644
Pennant Park Investment Corp
PNNT
$215M
$866K 0.02%
+78,352
New +$875K
AGCO icon
645
AGCO
AGCO
$8.78B
$860K 0.02%
+17,130
New +$907K
AGO icon
646
Assured Guaranty
AGO
$3.78B
$859K 0.02%
+38,939
New +$849K
UNXL
647
DELISTED
Uni-Pixel, Inc.
UNXL
$851K 0.02%
+58,074
New +$1.5M
DBI icon
648
Designer Brands
DBI
$277M
$840K 0.02%
+30,062
New +$1.04M
LNC icon
649
Lincoln National
LNC
$7.91B
$831K 0.02%
+22,779
New +$777K
SPH icon
650
Suburban Propane Partners
SPH
$1.23B
$828K 0.02%
+17,807
New +$841K

Similar funds

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.