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
$44.8B
AUM Growth
-$729M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,308
New
Increased
Reduced
Closed

Top Buys

1
+$89.7M
2
+$47.6M
3
+$41.3M
4
QCOM icon
Qualcomm
QCOM
+$39M
5
PYPL icon
PayPal
PYPL
+$36.5M

Top Sells

1
+$63.7M
2
+$49M
3
+$43.8M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$38.1M
5
CVX icon
Chevron
CVX
+$37.9M

Sector Composition

1 Technology 14.23%
2 Financials 11.72%
3 Healthcare 8.43%
4 Consumer Discretionary 6.37%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$631K ﹤0.01%
51,311
+15,720
2002
$630K ﹤0.01%
24,979
-285
2003
$630K ﹤0.01%
64,068
+54,068
2004
$629K ﹤0.01%
837,841
+75
2005
$628K ﹤0.01%
6,133
-1,048
2006
$627K ﹤0.01%
39,303
2007
$625K ﹤0.01%
16,212
2008
$624K ﹤0.01%
23,141
+4,228
2009
$624K ﹤0.01%
9,180
-1,914
2010
$624K ﹤0.01%
12,374
2011
$623K ﹤0.01%
103,489
+1,532
2012
$623K ﹤0.01%
63,195
-22,317
2013
$621K ﹤0.01%
73,905
+4,867
2014
$620K ﹤0.01%
+82,576
2015
$620K ﹤0.01%
20,520
-982
2016
$618K ﹤0.01%
85,750
+2,550
2017
$617K ﹤0.01%
17,156
-3,230
2018
$616K ﹤0.01%
14,984
-11,991
2019
$616K ﹤0.01%
28,356
+12,446
2020
$615K ﹤0.01%
9,620
-1,312
2021
$612K ﹤0.01%
32,565
+1,498
2022
$610K ﹤0.01%
1,529
+484
2023
$610K ﹤0.01%
76,112
+35,396
2024
$610K ﹤0.01%
27,566
+1
2025
$609K ﹤0.01%
10,314
+49
79 80
81
82 83