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
$45.6B
AUM Growth
+$8.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,261
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$122M
3
+$110M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$104M
5
JNJ icon
Johnson & Johnson
JNJ
+$89.1M

Top Sells

1
+$34M
2
+$29.6M
3
+$28.5M
4
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$28.3M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$26.8M

Sector Composition

1 Technology 15.21%
2 Financials 11.3%
3 Healthcare 8.3%
4 Consumer Discretionary 6.96%
5 Communication Services 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$614K ﹤0.01%
10,265
-3,102
2002
$611K ﹤0.01%
8,323
-636
2003
$610K ﹤0.01%
63,036
-13,971
2004
$610K ﹤0.01%
11,244
-2,000
2005
$610K ﹤0.01%
4,541
+187
2006
$610K ﹤0.01%
+61,600
2007
$608K ﹤0.01%
12,658
+2,805
2008
$608K ﹤0.01%
26,307
+1,855
2009
$607K ﹤0.01%
33,892
+1,607
2010
$607K ﹤0.01%
10,512
-548
2011
$606K ﹤0.01%
18,787
+171
2012
$605K ﹤0.01%
13,213
-46,764
2013
$603K ﹤0.01%
21,539
+265
2014
$603K ﹤0.01%
53,357
+4,757
2015
$603K ﹤0.01%
+6,510
2016
$598K ﹤0.01%
19,359
+294
2017
$597K ﹤0.01%
21,853
-9,170
2018
$596K ﹤0.01%
12,526
-1,548
2019
$595K ﹤0.01%
+18,783
2020
$594K ﹤0.01%
32,667
-1,839
2021
$589K ﹤0.01%
12,586
+1,304
2022
$589K ﹤0.01%
14,088
+74
2023
$588K ﹤0.01%
55,444
-1,197
2024
$588K ﹤0.01%
3,386
-16
2025
$587K ﹤0.01%
12,712
+5,232
79 80
81
82 83