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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
IRM icon
951
Iron Mountain
IRM
$38.2B
$329K 0.01%
+13,396
New +$432K
IBMF
952
DELISTED
iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
$329K 0.01%
+12,250
New +$339K
EWG icon
953
iShares MSCI Germany ETF
EWG
$1.5B
$327K 0.01%
+13,260
New +$338K
ARE icon
954
Alexandria Real Estate Equities
ARE
$8.88B
$326K 0.01%
+4,954
New +$350K
ATW
955
DELISTED
Atwood Oceanics
ATW
$326K 0.01%
+6,270
New +$325K
CCJ icon
956
Cameco
CCJ
$38.3B
$324K 0.01%
+15,659
New +$319K
NLY icon
957
Annaly Capital Management
NLY
$16.9B
$324K 0.01%
+6,449
New +$377K
VRTX icon
958
Vertex Pharmaceuticals
VRTX
$121B
$324K 0.01%
+4,044
New +$298K
GEF icon
959
Greif
GEF
$4.47B
$323K 0.01%
+6,136
New +$311K
BBBY
960
DELISTED
Bed Bath & Beyond Inc
BBBY
$322K 0.01%
+4,533
New +$309K
EWJ icon
961
iShares MSCI Japan ETF
EWJ
$21.7B
$318K 0.01%
+7,083
New +$320K
IGM icon
962
iShares Expanded Tech Sector ETF
IGM
$9.94B
$318K 0.01%
+25,626
New +$316K
MGC icon
963
Vanguard Mega Cap 300 Index ETF
MGC
$9.87B
$318K 0.01%
+5,814
New +$320K
SCHA icon
964
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$318K 0.01%
+28,928
New +$314K
DVA icon
965
DaVita
DVA
$15.1B
$317K 0.01%
+5,246
New +$328K
BSCE
966
DELISTED
CLAYMORE GUGGENHEIM BULLETSHARES 2014 CORP BD ETF
BSCE
$317K 0.01%
+14,925
New +$318K
XYL icon
967
Xylem
XYL
$28.5B
$316K 0.01%
+11,718
New +$324K
TDC icon
968
Teradata
TDC
$2.68B
$314K 0.01%
+5,917
New +$319K
EDE
969
DELISTED
Empire District Electric
EDE
$314K 0.01%
+14,046
New +$314K
EWQ icon
970
iShares MSCI France ETF
EWQ
$324M
$313K 0.01%
+13,434
New +$328K
JPC icon
971
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
$312K 0.01%
+32,634
New +$330K
AEE icon
972
Ameren
AEE
$31.5B
$309K 0.01%
+8,975
New +$314K
NRT
973
North European Oil Royalty Trust
NRT
$81.7M
$308K 0.01%
+12,674
New +$314K
AEG icon
974
Aegon
AEG
$13.5B
$306K 0.01%
+66,674
New +$295K
MORT icon
975
VanEck Mortgage REIT Income ETF
MORT
$370M
$306K 0.01%
+12,234
New +$335K

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.