HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $88.1B
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
+17.71%
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
+$16.8M
2
+$16.8M
3
+$12.8M
4
TWX
Time Warner Inc
TWX
+$12.4M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$11.3M

Top Sells

1
+$28M
2
+$23.6M
3
+$14.6M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$14.4M
5
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$13.3M

Sector Composition

1 Healthcare 11.63%
2 Technology 9.78%
3 Industrials 9.04%
4 Financials 8.23%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-44,440
2002
– –
-75,564
2003
– –
-16,720
2004
– –
-30,652
2005
– –
-20,416
2006
– –
-38,875
2007
– –
-9,267
2008
– –
-41,285
2009
– –
-15,482
2010
– –
-51,775
2011
– –
-4,480
2012
– –
-11,240
2013
– –
-3,507
2014
– –
-10,299
2015
– –
-17,774
2016
– –
-38,470
2017
– –
-15,932
2018
– –
-4,566
2019
– –
-10,503
2020
– –
0
2021
– –
-25,903
2022
– –
-22,968
2023
– –
0
2024
– –
-4,483
2025
– –
-129,618
79 80
81
82 83