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
$8.41B
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
– –
-19,008
2003
– –
-10,000
2004
– –
-10,584
2005
– –
-59,658
2006
– –
-49,280
2007
– –
-3,574
2008
– –
-55,350
2009
– –
-100,587
2010
– –
-20,110
2011
– –
-10,324
2012
– –
-33,999
2013
– –
0
2014
– –
-3,918
2015
– –
-10,076
2016
– –
-267,291
2017
– –
-7,235
2018
– –
-8,800
2019
– –
-19,701
2020
– –
-2,631
2021
– –
-63,748
2022
– –
-8,671
2023
– –
-22,825
2024
– –
-11,353
2025
– –
0
79 80
81
82 83