HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
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
+$15.4M
2
+$14.7M
3
+$13.3M
4
MO icon
Altria Group
MO
+$12.5M
5
CB icon
Chubb
CB
+$11.3M

Top Sells

1
+$45M
2
+$43.6M
3
+$35.7M
4
VV icon
Vanguard Large-Cap ETF
VV
+$28M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$22.9M

Sector Composition

1 Healthcare 11.56%
2 Technology 10.86%
3 Industrials 9.6%
4 Financials 8.69%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-12,301
2002
– –
-111,607
2003
– –
-12,000
2004
– –
-39,784
2005
– –
-8,653
2006
– –
-4,945
2007
– –
-15,737
2008
– –
-41,665
2009
– –
-18,906
2010
– –
-20,510
2011
– –
-24,244
2012
– –
-19,008
2013
– –
-10,000
2014
– –
-10,584
2015
– –
-59,658
2016
– –
-49,280
2017
– –
-3,574
2018
– –
-55,350
2019
– –
-100,587
2020
– –
-20,110
2021
– –
-13,381
2022
– –
-36,398
2023
– –
-3,276
2024
– –
-118,600
2025
– –
-10,585
79 80
81
82 83