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
$45.8B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,336
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$41.4M
3
+$39.4M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$37.3M
5
SIXH icon
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
+$36.6M

Top Sells

1
+$42.4M
2
+$41.5M
3
+$35.4M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$33.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$31.4M

Sector Composition

1 Technology 13.31%
2 Financials 10.24%
3 Healthcare 7.82%
4 Consumer Discretionary 6%
5 Consumer Staples 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$572K ﹤0.01%
8,936
-619
2002
$569K ﹤0.01%
20,988
2003
$569K ﹤0.01%
51,731
+4,887
2004
$568K ﹤0.01%
+11,747
2005
$568K ﹤0.01%
26,755
-44,157
2006
$568K ﹤0.01%
7,047
-345
2007
$567K ﹤0.01%
175,762
+215
2008
$567K ﹤0.01%
20,333
-940
2009
$564K ﹤0.01%
7,884
-271
2010
$561K ﹤0.01%
31,800
+735
2011
$561K ﹤0.01%
15,208
-2,199
2012
$560K ﹤0.01%
51,321
-16,237
2013
$560K ﹤0.01%
14,215
-3,308
2014
$560K ﹤0.01%
22,355
+1,486
2015
$558K ﹤0.01%
49,498
+5,697
2016
$558K ﹤0.01%
27,753
-2,158
2017
$556K ﹤0.01%
5,783
-2,326
2018
$556K ﹤0.01%
27,976
-1,106,584
2019
$556K ﹤0.01%
24,000
2020
$555K ﹤0.01%
4,174
-111
2021
$553K ﹤0.01%
25,452
+150
2022
$553K ﹤0.01%
32,513
+17,237
2023
$552K ﹤0.01%
1,489
-78
2024
$552K ﹤0.01%
7,188
-1,091
2025
$552K ﹤0.01%
19,176
+450
79 80
81
82 83