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
$18.3B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,345
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$30M
3
+$24.7M
4
CSCO icon
Cisco
CSCO
+$23M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$17.7M

Top Sells

1
+$75.8M
2
+$25.2M
3
+$22.8M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$22.2M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$19.9M

Sector Composition

1 Technology 13.64%
2 Financials 11.21%
3 Healthcare 8.64%
4 Consumer Discretionary 5.79%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$171K ﹤0.01%
16,183
2002
$170K ﹤0.01%
10,800
2003
$170K ﹤0.01%
24,221
+606
2004
$169K ﹤0.01%
13,412
+1,882
2005
$168K ﹤0.01%
12,493
+131
2006
$168K ﹤0.01%
17,790
+265
2007
$167K ﹤0.01%
12,000
2008
$167K ﹤0.01%
20,530
-3,994
2009
$165K ﹤0.01%
13,124
-5,440
2010
$164K ﹤0.01%
+10,592
2011
$164K ﹤0.01%
1,751
+1,366
2012
$163K ﹤0.01%
11,500
2013
$162K ﹤0.01%
13,288
2014
$159K ﹤0.01%
16,600
2015
$158K ﹤0.01%
3,374
+630
2016
$158K ﹤0.01%
10,889
-8,826
2017
$158K ﹤0.01%
11,421
2018
$158K ﹤0.01%
18,611
-2,266
2019
$154K ﹤0.01%
18,386
+959
2020
$153K ﹤0.01%
147,200
+5,000
2021
$152K ﹤0.01%
+1,236
2022
$151K ﹤0.01%
100,145
+10,000
2023
$150K ﹤0.01%
+18,488
2024
$150K ﹤0.01%
13,449
+38
2025
$149K ﹤0.01%
15,937
+562
79 80
81
82 83