HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.4B
AUM Growth
-$1.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,401
New
Increased
Reduced
Closed

Top Buys

1
+$716M
2
+$585M
3
+$284M
4
AMZN icon
Amazon
AMZN
+$227M
5
BAC icon
Bank of America
BAC
+$143M

Top Sells

1
+$75.1M
2
+$56.8M
3
+$34.4M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$32.5M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$31.8M

Sector Composition

1 Financials 12.57%
2 Technology 11.76%
3 Healthcare 8.72%
4 Consumer Discretionary 5.39%
5 Consumer Staples 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$29K ﹤0.01%
+15,000
2002
$28K ﹤0.01%
12,000
2003
$27K ﹤0.01%
14,510
+2,639
2004
$27K ﹤0.01%
20,200
-15,000
2005
$26K ﹤0.01%
+4,452
2006
$25K ﹤0.01%
+82
2007
$25K ﹤0.01%
+4,990
2008
$25K ﹤0.01%
+11,200
2009
$25K ﹤0.01%
30,000
2010
$24K ﹤0.01%
800
-1,000
2011
$24K ﹤0.01%
+16,295
2012
$24K ﹤0.01%
6,455
-1,111
2013
$23K ﹤0.01%
15,708
2014
$23K ﹤0.01%
+10,467
2015
$22K ﹤0.01%
+7
2016
$21K ﹤0.01%
11,588
-42,100
2017
$21K ﹤0.01%
+40,000
2018
$20K ﹤0.01%
+1,000
2019
$20K ﹤0.01%
+2,632
2020
$19K ﹤0.01%
55,000
2021
$19K ﹤0.01%
+12,100
2022
$19K ﹤0.01%
15,666
2023
$18K ﹤0.01%
+10,000
2024
$18K ﹤0.01%
54,629
-34,986
2025
$17K ﹤0.01%
1,051
+10
79 80
81
82 83