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
$7.9B
AUM Growth
-$508M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,124
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$16.3M
3
+$12.9M
4
TWX
Time Warner Inc
TWX
+$12.5M
5
GLD icon
SPDR Gold Trust
GLD
+$10.4M

Top Sells

1
+$27.6M
2
+$23.4M
3
+$15M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$14.3M
5
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$13.2M

Sector Composition

1 Healthcare 11.63%
2 Technology 9.75%
3 Industrials 9.07%
4 Financials 8.23%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-7,276
2002
– –
-2,580
2003
– –
-6,503
2004
– –
-27,230
2005
– –
-3,485
2006
– –
-10,825
2007
– –
-1,092
2008
– –
-12,482
2009
– –
-13,687
2010
– –
-12,558
2011
– –
-25,032
2012
– –
-5,453
2013
– –
-51,205
2014
– –
-25,317
2015
– –
-32,826
2016
– –
-44,440
2017
– –
-75,564
2018
– –
-30,652
2019
– –
-20,416
2020
– –
-38,875
2021
– –
-9,267
2022
– –
-41,285
2023
– –
-15,482
2024
– –
-51,775
2025
– –
-4,480
79 80
81
82 83