HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
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
2,172
New
Increased
Reduced
Closed

Top Buys

1
+$46.5M
2
+$44.8M
3
+$43.2M
4
VV icon
Vanguard Large-Cap ETF
VV
+$29.9M
5
DY icon
Dycom Industries
DY
+$24.1M

Top Sells

1
+$47.9M
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
+$19M

Sector Composition

1 Healthcare 11.79%
2 Technology 10.14%
3 Financials 8.69%
4 Industrials 8.57%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-4,757
2002
– –
-13,403
2003
– –
-111,530
2004
– –
-10,000
2005
– –
-4,061
2006
– –
-17,397
2007
– –
-11,226
2008
– –
-93,424
2009
– –
-16,861
2010
– –
-10,024
2011
– –
-9,272
2012
– –
-12,934
2013
– –
-21,642
2014
– –
-540
2015
– –
-28,602
2016
– –
-8,106
2017
– –
0
2018
– –
-9,036
2019
– –
-10,168
2020
– –
-17,110
2021
– –
-25,000
2022
– –
-907
2023
– –
-28,701
2024
– –
-51,790
2025
– –
-10,177
79 80
81
82 83