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
$18.4B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,428
New
Increased
Reduced
Closed

Top Buys

1
+$658M
2
+$101M
3
+$90.6M
4
WFC icon
Wells Fargo
WFC
+$76.7M
5
BX icon
Blackstone
BX
+$63.1M

Top Sells

1
+$33.5M
2
+$24.9M
3
+$15.5M
4
AGN
Allergan plc
AGN
+$13M
5
KLAC icon
KLA
KLAC
+$13M

Sector Composition

1 Financials 13.97%
2 Technology 10.03%
3 Healthcare 7.36%
4 Energy 6.09%
5 Industrials 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$218K ﹤0.01%
+2,395
2002
$218K ﹤0.01%
14,218
2003
$217K ﹤0.01%
+1,310
2004
$217K ﹤0.01%
9,076
+32
2005
$217K ﹤0.01%
8,806
-1,154
2006
$217K ﹤0.01%
13,629
-424
2007
$217K ﹤0.01%
7,088
-1,000
2008
$216K ﹤0.01%
2,806
-168
2009
$216K ﹤0.01%
51,296
2010
$215K ﹤0.01%
17,605
+799
2011
$215K ﹤0.01%
10,940
2012
$215K ﹤0.01%
+4,277
2013
$214K ﹤0.01%
1,782
+50
2014
$214K ﹤0.01%
1,537
-5
2015
$214K ﹤0.01%
3,070
+83
2016
$213K ﹤0.01%
10,621
+359
2017
$213K ﹤0.01%
4,564
+473
2018
$213K ﹤0.01%
14,132
2019
$213K ﹤0.01%
19,118
2020
$212K ﹤0.01%
3,203
-600
2021
$212K ﹤0.01%
8,758
-1,000
2022
$212K ﹤0.01%
+4,403
2023
$211K ﹤0.01%
18,154
-100
2024
$211K ﹤0.01%
+2,096
2025
$211K ﹤0.01%
+5,769
79 80
81
82 83