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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 | |
|---|---|---|---|---|---|---|
151
Illinois Tool Works
ITW
$75.9B
| $5.81M | 0.16% |
+84,055
| New | +$5.62M |
|
152
Invesco Senior Loan ETF
BKLN
$6.77B
| $5.81M | 0.16% |
+234,594
| New | +$5.88M |
|
153
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
| $5.76M | 0.16% |
+109,606
| New | +$5.78M |
|
154
American International
AIG
$39.2B
| $5.75M | 0.16% |
+128,678
| New | +$5.52M |
|
155
Meta Platforms (Facebook)
META
$1.63T
| $5.73M | 0.16% |
+230,200
| New | +$5.9M |
|
156
Western Union
WU
$2.15B
| $5.7M | 0.16% |
+333,367
| New | +$5.28M |
|
157
Starwood Property Trust
STWD
$5.9B
| $5.64M | 0.15% |
+282,456
| New | +$6.03M |
|
158
CBRE Group
CBRE
$41.4B
| $5.63M | 0.15% |
+241,061
| New | +$5.73M |
|
159
Teva Pharmaceuticals
TEVA
$42.8B
| $5.52M | 0.15% |
+140,746
| New | +$5.48M |
|
|
RTN
160
DELISTED
Raytheon Company
RTN
| $5.46M | 0.15% |
+82,514
| New | +$5.21M |
|
|
BPL
161
DELISTED
Buckeye Partners, L.P.
BPL
| $5.43M | 0.15% |
+77,386
| New | +$5.03M |
|
162
Clorox
CLX
$10.8B
| $5.42M | 0.15% |
+65,206
| New | +$5.61M |
|
163
Kinder Morgan
KMI
$70.5B
| $5.42M | 0.15% |
+142,073
| New | +$5.51M |
|
164
Open Text
OTEX
$5.56B
| $5.4M | 0.15% |
+315,392
| New | +$5.15M |
|
|
MON
165
DELISTED
Monsanto Co
MON
| $5.39M | 0.15% |
+54,524
| New | +$5.71M |
|
166
UnitedHealth
UNH
$348B
| $5.38M | 0.15% |
+82,119
| New | +$5.11M |
|
167
Lockheed Martin
LMT
$122B
| $5.33M | 0.15% |
+49,148
| New | +$5.02M |
|
168
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.51B
| $5.27M | 0.14% |
+110,271
| New | +$5.35M |
|
169
Honda
HMC
$41.1B
| $5.23M | 0.14% |
+140,446
| New | +$5.45M |
|
170
BP
BP
$117B
| $5.12M | 0.14% |
+150,000
| New | +$5.22M |
|
|
YHOO
171
DELISTED
Yahoo Inc
YHOO
| $4.96M | 0.14% |
+197,429
| New | +$5M |
|
172
Cognizant
CTSH
$26.8B
| $4.91M | 0.13% |
+156,680
| New | +$5.21M |
|
173
Vanguard Morningstar Small-Cap Growth ETF
VBK
$23.4B
| $4.86M | 0.13% |
+47,179
| New | +$4.77M |
|
174
Paychex
PAYX
$41.1B
| $4.84M | 0.13% |
+132,219
| New | +$4.87M |
|
175
TSMC
TSM
$2.26T
| $4.8M | 0.13% |
+262,150
| New | +$4.83M |
|
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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.