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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
ES icon
826
Eversource Energy
ES
$28.2B
$466K 0.01%
+11,093
New +$480K
NFG icon
827
National Fuel Gas
NFG
$7.84B
$465K 0.01%
+8,019
New +$488K
AVB icon
828
AvalonBay Communities
AVB
$27.1B
$464K 0.01%
+3,439
New +$460K
GM icon
829
General Motors
GM
$74.7B
$462K 0.01%
+13,862
New +$439K
ARMH
830
DELISTED
ARM HOLDINGS PLC ADS
ARMH
$461K 0.01%
+12,727
New +$548K
POM
831
DELISTED
PEPCO HOLDINGS, INC.
POM
$459K 0.01%
+22,794
New +$486K
ESS icon
832
Essex Property Trust
ESS
$18.9B
$457K 0.01%
+2,877
New +$453K
QCOR
833
DELISTED
QUESTCOR PHARMA INC
QCOR
$457K 0.01%
+10,055
New +$357K
CMA
834
DELISTED
Comerica
CMA
$456K 0.01%
+11,440
New +$427K
PCP
835
DELISTED
PRECISION CASTPARTS CORP
PCP
$456K 0.01%
+2,016
New +$409K
HUB.B
836
DELISTED
HUBBELL INC CL-B
HUB.B
$456K 0.01%
+4,614
New +$446K
EROC
837
DELISTED
EAGLE ROCK ENERGY PARTNERS, L.P. COM UNITS RPTNG LTD PRTNR
EROC
$456K 0.01%
+58,000
New +$529K
KB icon
838
KB Financial Group
KB
$41.2B
$455K 0.01%
+15,340
New +$491K
AVY icon
839
Avery Dennison
AVY
$12.3B
$454K 0.01%
+10,607
New +$452K
MFL
840
DELISTED
BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND
MFL
$454K 0.01%
+31,992
New +$478K
DTE icon
841
DTE Energy
DTE
$31.1B
$453K 0.01%
+7,935
New +$467K
PWY
842
DELISTED
POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO
PWY
$453K 0.01%
+22,219
New +$453K
LPX icon
843
Louisiana-Pacific
LPX
$5.2B
$451K 0.01%
+30,478
New +$553K
BBT
844
Beacon Financial Corp
BBT
$2.53B
$450K 0.01%
+16,204
New +$428K
BTZ icon
845
BlackRock Credit Allocation Income Trust
BTZ
$930M
$448K 0.01%
+34,501
New +$478K
ING icon
846
ING
ING
$93.8B
$448K 0.01%
+49,300
New +$422K
R icon
847
Ryder
R
$10.3B
$448K 0.01%
+7,366
New +$444K
EG icon
848
Everest Group
EG
$15.2B
$447K 0.01%
+3,489
New +$451K
L icon
849
Loews
L
$24.3B
$447K 0.01%
+10,061
New +$451K
EDD
850
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$372M
$446K 0.01%
+30,864
New +$506K

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.