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
$13B
AUM Growth
-$835M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,347
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$84.9M
3
+$54.7M
4
ET icon
Energy Transfer Partners
ET
+$42.1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$31.7M

Top Sells

1
+$38.3M
2
+$23.4M
3
+$21.9M
4
XPH icon
State Street SPDR S&P Pharmaceuticals ETF
XPH
+$15.9M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.5M

Sector Composition

1 Technology 10.06%
2 Healthcare 9.47%
3 Financials 8.84%
4 Energy 7.17%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$48K ﹤0.01%
431
2002
$47K ﹤0.01%
41,000
-1,900
2003
$46K ﹤0.01%
1,043
+252
2004
$46K ﹤0.01%
1,592
-310
2005
$45K ﹤0.01%
17,000
2006
$43K ﹤0.01%
1,697
+834
2007
$42K ﹤0.01%
915
-330
2008
$41K ﹤0.01%
+12,000
2009
$40K ﹤0.01%
10,456
2010
$39K ﹤0.01%
718
2011
$37K ﹤0.01%
2
2012
$37K ﹤0.01%
+10,288
2013
$34K ﹤0.01%
15,200
-20,500
2014
$34K ﹤0.01%
10,000
2015
$34K ﹤0.01%
650
2016
$34K ﹤0.01%
14,638
+4,375
2017
$33K ﹤0.01%
12,678
2018
$32K ﹤0.01%
10,850
-3,000
2019
$32K ﹤0.01%
+10,615
2020
$31K ﹤0.01%
137
+2
2021
$30K ﹤0.01%
2,961
-10,702
2022
$30K ﹤0.01%
5,767
2023
$30K ﹤0.01%
+10,250
2024
$30K ﹤0.01%
+30,000
2025
– –
0
79 80
81
82 83