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
$37.3B
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,166
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$56.5M
3
+$52.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$44.3M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$43.4M

Top Sells

1
+$73.9M
2
+$60.6M
3
+$59.5M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$41.3M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$37M

Sector Composition

1 Technology 12.47%
2 Financials 11.31%
3 Healthcare 8.96%
4 Consumer Discretionary 6.43%
5 Consumer Staples 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$502K ﹤0.01%
50,000
2002
$501K ﹤0.01%
92,042
2003
$500K ﹤0.01%
+50,000
2004
$499K ﹤0.01%
135,666
+5,934
2005
$499K ﹤0.01%
18,681
+7,791
2006
$498K ﹤0.01%
35,359
-159
2007
$497K ﹤0.01%
7,746
+165
2008
$496K ﹤0.01%
4,592
-57
2009
$495K ﹤0.01%
11,113
-5,854
2010
$495K ﹤0.01%
5,305
-250
2011
$495K ﹤0.01%
1,681
-123
2012
$495K ﹤0.01%
14,300
-6,298
2013
$494K ﹤0.01%
10,175
-19
2014
$494K ﹤0.01%
95,600
-2,200
2015
$494K ﹤0.01%
10,942
+62
2016
$493K ﹤0.01%
+52,182
2017
$493K ﹤0.01%
50,000
2018
$492K ﹤0.01%
6,083
-131
2019
$491K ﹤0.01%
20,414
-2,216
2020
$490K ﹤0.01%
13,928
-253
2021
$489K ﹤0.01%
13,000
2022
$489K ﹤0.01%
153,629
+56,700
2023
$488K ﹤0.01%
50,000
2024
$484K ﹤0.01%
19,388
+7
2025
$484K ﹤0.01%
47,550
-1,650
79 80
81
82 83