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
$12.8B
AUM Growth
+$836M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,260
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$58.7M
3
+$43.3M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$36.7M
5
AVGO icon
Broadcom
AVGO
+$20.9M

Top Sells

1
+$22.3M
2
+$13.4M
3
+$13M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$11.1M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$11M

Sector Composition

1 Technology 10.57%
2 Financials 9.86%
3 Healthcare 8.76%
4 Industrials 7.03%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$91K ﹤0.01%
11,817
+37
2002
$88K ﹤0.01%
16,556
+2,177
2003
$87K ﹤0.01%
26,032
2004
$87K ﹤0.01%
5,179
-46,754
2005
$87K ﹤0.01%
16,515
+1,000
2006
$87K ﹤0.01%
10,000
2007
$85K ﹤0.01%
10,456
2008
$84K ﹤0.01%
10,524
-2,060
2009
$83K ﹤0.01%
17,990
-1,625
2010
$83K ﹤0.01%
13,333
-90,315
2011
$82K ﹤0.01%
1,652
+164
2012
$80K ﹤0.01%
1,175
2013
$77K ﹤0.01%
15,000
2014
$77K ﹤0.01%
34,100
-3,500
2015
$74K ﹤0.01%
10,000
-89,246
2016
$74K ﹤0.01%
19,256
-19,065
2017
$73K ﹤0.01%
+11,491
2018
$73K ﹤0.01%
+45,372
2019
$73K ﹤0.01%
10,840
-53,962
2020
$73K ﹤0.01%
+2,522
2021
$69K ﹤0.01%
250
2022
$67K ﹤0.01%
3,462
+15
2023
$65K ﹤0.01%
31,340
2024
$65K ﹤0.01%
+210
2025
$65K ﹤0.01%
7,626
79 80
81
82 83