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
$12.2B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,289
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$17M
3
+$12M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$11.5M
5
MLPA icon
Global X MLP ETF
MLPA
+$11M

Top Sells

1
+$21.9M
2
+$19.2M
3
+$15.6M
4
EPD icon
Enterprise Products Partners
EPD
+$14.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$12.8M

Sector Composition

1 Technology 10.23%
2 Financials 9.95%
3 Healthcare 8.68%
4 Industrials 7.67%
5 Consumer Staples 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$91K ﹤0.01%
+168
2002
$90K ﹤0.01%
+10,034
2003
$88K ﹤0.01%
12,674
-500
2004
$88K ﹤0.01%
1,175
+25
2005
$87K ﹤0.01%
7,281
+582
2006
$86K ﹤0.01%
3,425
-883
2007
$84K ﹤0.01%
+10,197
2008
$84K ﹤0.01%
15,890
2009
$79K ﹤0.01%
10,456
2010
$78K ﹤0.01%
140
+40
2011
$75K ﹤0.01%
12,500
2012
$74K ﹤0.01%
12,097
-1,123
2013
$73K ﹤0.01%
+10,000
2014
$72K ﹤0.01%
30,000
2015
$70K ﹤0.01%
2,143
2016
$70K ﹤0.01%
+12,460
2017
$69K ﹤0.01%
682
-1,493
2018
$68K ﹤0.01%
245,000
2019
$67K ﹤0.01%
1,488
2020
$66K ﹤0.01%
16,706
+2,991
2021
$65K ﹤0.01%
37,600
-20,800
2022
$60K ﹤0.01%
250
2023
$58K ﹤0.01%
30,000
-35,000
2024
$56K ﹤0.01%
1,625
2025
$55K ﹤0.01%
11,972
-1,251
79 80
81
82 83