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

Top Buys

1
+$20.3M
2
+$16.8M
3
+$14.9M
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$14.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$13.5M

Top Sells

1
+$17.5M
2
+$11.6M
3
+$10.3M
4
ABBV icon
AbbVie
ABBV
+$10M
5
GLD icon
SPDR Gold Trust
GLD
+$8.8M

Sector Composition

1 Technology 10.47%
2 Healthcare 10.02%
3 Financials 9.75%
4 Industrials 8.79%
5 Energy 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-10,433
2002
– –
-700
2003
– –
-5,102
2004
– –
-15,971
2005
– –
-10,993
2006
– –
-3,136
2007
– –
-10,568
2008
– –
-34,618
2009
– –
-24,476
2010
– –
-27,234
2011
– –
-18,761
2012
– –
-80,421
2013
– –
-39,299
2014
– –
-2,675
2015
– –
-1,988
2016
– –
-10,620
2017
– –
-2,838
2018
– –
-10,512
2019
– –
-66,700
2020
– –
-30,751
2021
– –
-8,048
2022
– –
-16,546
2023
– –
-400
2024
– –
-1,025
2025
– –
-23,200
78 79 80
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