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
$38.7B
AUM Growth
-$6.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,289
New
Increased
Reduced
Closed

Top Buys

1
+$74.8M
2
+$64.2M
3
+$56.9M
4
AMZN icon
Amazon
AMZN
+$51.5M
5
VTV icon
Vanguard Value ETF
VTV
+$48.6M

Top Sells

1
+$92M
2
+$57.1M
3
+$36M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$33.5M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$32.7M

Sector Composition

1 Technology 12.82%
2 Financials 11.06%
3 Healthcare 8.98%
4 Consumer Discretionary 6.2%
5 Consumer Staples 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$515K ﹤0.01%
728
2002
$515K ﹤0.01%
12,004
+130
2003
$514K ﹤0.01%
+7,555
2004
$513K ﹤0.01%
28,706
+67
2005
$513K ﹤0.01%
3,588
-182
2006
$512K ﹤0.01%
8,859
+1,320
2007
$512K ﹤0.01%
16,212
2008
$512K ﹤0.01%
40,215
+3,725
2009
$510K ﹤0.01%
24,000
2010
$510K ﹤0.01%
103,489
2011
$510K ﹤0.01%
14,872
-23,765
2012
$509K ﹤0.01%
33,732
+11,805
2013
$508K ﹤0.01%
64,977
+26,436
2014
$508K ﹤0.01%
5,241
-345
2015
$506K ﹤0.01%
5,987
-150
2016
$505K ﹤0.01%
11,039
-3,934
2017
$505K ﹤0.01%
12,755
+11,038
2018
$501K ﹤0.01%
14,568
-2,476
2019
$498K ﹤0.01%
16,558
+872
2020
$498K ﹤0.01%
50,000
2021
$497K ﹤0.01%
11,287
+973
2022
$497K ﹤0.01%
50,000
2023
$496K ﹤0.01%
49,200
-15,300
2024
$495K ﹤0.01%
12,395
-26,012
2025
$495K ﹤0.01%
5,640
+250
79 80
81
82 83