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
$15B
AUM Growth
+$1.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,302
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$18.7M
3
+$18.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$17.3M
5
AVGO icon
Broadcom
AVGO
+$17.2M

Top Sells

1
+$47.3M
2
+$38.3M
3
+$29.5M
4
MCD icon
McDonald's
MCD
+$28.8M
5
TRCO
TRIBUNE MEDIA COMPANY CLASS A
TRCO
+$23.9M

Sector Composition

1 Technology 10.72%
2 Financials 8.93%
3 Healthcare 8.92%
4 Energy 7.66%
5 Industrials 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$148K ﹤0.01%
10,136
2002
$148K ﹤0.01%
+14,025
2003
$147K ﹤0.01%
13,753
2004
$146K ﹤0.01%
16,250
2005
$146K ﹤0.01%
+10,971
2006
$143K ﹤0.01%
+10,141
2007
$139K ﹤0.01%
10,561
2008
$138K ﹤0.01%
4,052
+190
2009
$136K ﹤0.01%
+6,306
2010
$136K ﹤0.01%
+15,260
2011
$135K ﹤0.01%
13,486
2012
$135K ﹤0.01%
10,524
-20,925
2013
$135K ﹤0.01%
13,441
2014
$134K ﹤0.01%
+12,455
2015
$133K ﹤0.01%
16,600
+500
2016
$132K ﹤0.01%
13,005
2017
$132K ﹤0.01%
16,687
+301
2018
$132K ﹤0.01%
+2,966
2019
$131K ﹤0.01%
23,800
+3,307
2020
$129K ﹤0.01%
14,558
-3,948
2021
$128K ﹤0.01%
10,524
2022
$127K ﹤0.01%
13,078
2023
$127K ﹤0.01%
+10,827
2024
$125K ﹤0.01%
7,566
+3,800
2025
$123K ﹤0.01%
29,802
+5,244
79 80
81
82 83