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
$43.7B
AUM Growth
+$6.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,358
New
Increased
Reduced
Closed

Top Buys

1
+$310M
2
+$169M
3
+$147M
4
AAPL icon
Apple
AAPL
+$124M
5
MSFT icon
Microsoft
MSFT
+$104M

Top Sells

1
+$44.7M
2
+$30.7M
3
+$29.8M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$28.9M
5
VZ icon
Verizon
VZ
+$28.4M

Sector Composition

1 Technology 11.56%
2 Financials 10.87%
3 Healthcare 8.79%
4 Consumer Discretionary 5.61%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$581K ﹤0.01%
64,736
-118
2002
$580K ﹤0.01%
9,747
+1,734
2003
$580K ﹤0.01%
16,848
-285
2004
$579K ﹤0.01%
+7,392
2005
$579K ﹤0.01%
15,458
+528
2006
$579K ﹤0.01%
17,314
-28
2007
$577K ﹤0.01%
6,479
+994
2008
$575K ﹤0.01%
13,266
+266
2009
$575K ﹤0.01%
5,758
+72
2010
$573K ﹤0.01%
17,407
+7,843
2011
$571K ﹤0.01%
30,164
+1,305
2012
$570K ﹤0.01%
65,398
-10,920
2013
$570K ﹤0.01%
22,556
+1,448
2014
$569K ﹤0.01%
16,157
-527
2015
$569K ﹤0.01%
9,162
+472
2016
$568K ﹤0.01%
38,007
+2,648
2017
$568K ﹤0.01%
+21,805
2018
$568K ﹤0.01%
18,250
2019
$568K ﹤0.01%
24,980
+1,535
2020
$568K ﹤0.01%
+25,668
2021
$567K ﹤0.01%
28,091
+7
2022
$567K ﹤0.01%
21,294
+116
2023
$566K ﹤0.01%
77,762
+20,407
2024
$566K ﹤0.01%
+9,821
2025
$566K ﹤0.01%
20,082
+4,144
79 80
81
82 83