HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $88.1B
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.41B
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,181
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.5M
3
+$14.1M
4
MO icon
Altria Group
MO
+$12.9M
5
CAT icon
Caterpillar
CAT
+$11.8M

Top Sells

1
+$46.2M
2
+$45.6M
3
+$37.6M
4
VV icon
Vanguard Large-Cap ETF
VV
+$29.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$24.7M

Sector Composition

1 Healthcare 11.56%
2 Technology 10.88%
3 Industrials 9.58%
4 Financials 8.68%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-68,279
1977
– –
-16,530
1978
– –
-98,748
1979
– –
-72,610
1980
– –
-28,365
1981
– –
-6,383
1982
– –
-17,824
1983
– –
-20,000
1984
– –
-29,129
1985
– –
0
1986
– –
-30,711
1987
– –
-14,823
1988
– –
-50
1989
– –
-3,002
1990
– –
-2,246
1991
– –
-17,084
1992
– –
-11,643
1993
– –
-12,282
1994
– –
-4,684
1995
– –
-15,344
1996
– –
-8,740
1997
– –
-4,108
1998
– –
-6,675
1999
– –
-42,649
2000
– –
-3,037
78 79
80
81 82