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
$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
– –
-16,067
2002
– –
-21,088
2003
– –
-3,304
2004
– –
-9,590
2005
– –
-1,899
2006
– –
-11,266
2007
– –
-11,180
2008
– –
-2,700
2009
– –
-538
2010
– –
-29,964
2011
– –
-16,115
2012
– –
-2,079
2013
– –
-5,928
2014
– –
-11,168
2015
– –
-27,153
2016
– –
-18,949
2017
– –
-3,400
2018
– –
-21,483
2019
– –
-42,634
2020
– –
-6,020
2021
– –
-26,177
2022
– –
-25,952
2023
– –
-12,453
2024
– –
-6,177
2025
– –
-41,806
79 80
81
82 83