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
$12.8B
AUM Growth
+$836M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,260
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$58.7M
3
+$43.3M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$36.7M
5
AVGO icon
Broadcom
AVGO
+$20.9M

Top Sells

1
+$22.3M
2
+$13.4M
3
+$13M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$11.1M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$11M

Sector Composition

1 Technology 10.57%
2 Financials 9.86%
3 Healthcare 8.76%
4 Industrials 7.03%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$116K ﹤0.01%
55,000
1977
$114K ﹤0.01%
16,759
-976
1978
$114K ﹤0.01%
10,000
1979
$113K ﹤0.01%
1,997
-724
1980
$112K ﹤0.01%
10,795
-50,143
1981
$112K ﹤0.01%
168
1982
$112K ﹤0.01%
21,070
-19
1983
$111K ﹤0.01%
68,768
+10,461
1984
$110K ﹤0.01%
+10,000
1985
$109K ﹤0.01%
44,200
-88,210
1986
$107K ﹤0.01%
13,094
-187
1987
$105K ﹤0.01%
245,000
1988
$104K ﹤0.01%
10,745
-1,732
1989
$104K ﹤0.01%
22,993
+500
1990
$104K ﹤0.01%
10,857
-477
1991
$103K ﹤0.01%
12,674
1992
$103K ﹤0.01%
16,600
1993
$100K ﹤0.01%
26,691
1994
$99K ﹤0.01%
2,683
-244
1995
$97K ﹤0.01%
+11,609
1996
$96K ﹤0.01%
33,608
+8,900
1997
$93K ﹤0.01%
978
1998
$92K ﹤0.01%
3,437
-648
1999
$91K ﹤0.01%
12,506
2000
$91K ﹤0.01%
+11,718
78 79
80
81 82