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
$8.4B
AUM Growth
+$842M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,171
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$45.5M
3
+$44.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$29.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.5M

Top Sells

1
+$47.5M
2
+$40.1M
3
+$32.6M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$22.2M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$18.3M

Sector Composition

1 Healthcare 11.79%
2 Technology 10.15%
3 Financials 8.68%
4 Industrials 8.55%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-10,024
2002
– –
-13,195
2003
– –
-5,834
2004
– –
-15,019
2005
– –
-53,402
2006
– –
-540
2007
– –
-28,602
2008
– –
-10,060
2009
– –
-8,106
2010
– –
-14,724
2011
– –
-7,011
2012
– –
-103,511
2013
– –
-108,860
2014
– –
-196,100
2015
– –
-9,460
2016
– –
-907
2017
– –
-28,701
2018
– –
-51,790
2019
– –
-25,405
2020
– –
-80,373
2021
– –
-68,036
2022
– –
-23,362
2023
– –
-47,459
2024
– –
-230,390
2025
– –
-2,245
79 80
81
82 83