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
$9.2B
AUM Growth
+$574M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$16.5M
3
+$16.1M
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$13.7M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$13.6M

Top Sells

1
+$17.4M
2
+$11.4M
3
+$10.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.2M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$9.4M

Sector Composition

1 Technology 10.49%
2 Healthcare 10.02%
3 Financials 9.75%
4 Industrials 8.77%
5 Energy 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-700
2002
– –
-5,102
2003
– –
-15,971
2004
– –
-10,993
2005
– –
-3,136
2006
– –
-10,568
2007
– –
-34,618
2008
– –
-24,476
2009
– –
-27,234
2010
– –
-18,761
2011
– –
-80,421
2012
– –
-39,299
2013
– –
-2,675
2014
– –
-1,988
2015
– –
-10,620
2016
– –
-2,838
2017
– –
-10,512
2018
– –
-66,700
2019
– –
-30,751
2020
– –
-8,048
2021
– –
-16,546
2022
– –
-18,686
2023
– –
-600
2024
– –
-14,736
2025
– –
-29,763
78 79 80
81
82