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
$31.7B
AUM Growth
+$7.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,022
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$305M
3
+$243M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$227M
5
DIS icon
Walt Disney
DIS
+$219M

Top Sells

1
+$46.4M
2
+$32.2M
3
+$29.3M
4
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$27M
5
USB icon
US Bancorp
USB
+$26.7M

Sector Composition

1 Technology 13.23%
2 Financials 12.04%
3 Healthcare 7.35%
4 Consumer Discretionary 6.16%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$477K ﹤0.01%
+9,555
2002
$477K ﹤0.01%
34,227
+19,789
2003
$477K ﹤0.01%
+5,373
2004
$476K ﹤0.01%
7,185
+4,762
2005
$470K ﹤0.01%
+34,937
2006
$469K ﹤0.01%
19,095
+1,323
2007
$468K ﹤0.01%
2,944
+166
2008
$465K ﹤0.01%
7,828
+2,558
2009
$463K ﹤0.01%
15,830
+1,908
2010
$463K ﹤0.01%
10,525
-50
2011
$462K ﹤0.01%
15,964
+5,312
2012
$461K ﹤0.01%
10,096
-308
2013
$461K ﹤0.01%
17,879
+986
2014
$460K ﹤0.01%
10,608
+3,087
2015
$459K ﹤0.01%
+15,306
2016
$459K ﹤0.01%
26,058
2017
$458K ﹤0.01%
4,828
-117
2018
$458K ﹤0.01%
14,290
-550
2019
$457K ﹤0.01%
14,973
2020
$457K ﹤0.01%
25,155
-1,819
2021
$456K ﹤0.01%
44,202
+1,636
2022
$456K ﹤0.01%
+15,731
2023
$456K ﹤0.01%
6,750
-333
2024
$456K ﹤0.01%
32,632
2025
$455K ﹤0.01%
52,020
-50
79 80
81
82 83