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
$50.8B
AUM Growth
+$4.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,426
New
Increased
Reduced
Closed

Top Buys

1
+$222M
2
+$158M
3
+$111M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$78.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$70.9M

Top Sells

1
+$60.8M
2
+$39.4M
3
+$30.5M
4
MMM icon
3M
MMM
+$30.3M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$30.2M

Sector Composition

1 Technology 14.15%
2 Financials 10.13%
3 Healthcare 7.63%
4 Consumer Discretionary 6.16%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$660K ﹤0.01%
13,741
+135
2002
$657K ﹤0.01%
10,310
+580
2003
$654K ﹤0.01%
5,489
+274
2004
$650K ﹤0.01%
26,621
+9,396
2005
$650K ﹤0.01%
19,061
+1,045
2006
$649K ﹤0.01%
6,018
+256
2007
$648K ﹤0.01%
25,200
2008
$647K ﹤0.01%
27,296
+17,125
2009
$646K ﹤0.01%
+21,331
2010
$643K ﹤0.01%
53,852
-7,259
2011
$643K ﹤0.01%
71,830
+50,561
2012
$643K ﹤0.01%
9,692
+1,808
2013
$643K ﹤0.01%
63,533
-2,690
2014
$641K ﹤0.01%
24,486
+2,714
2015
$638K ﹤0.01%
30,820
+13,680
2016
$638K ﹤0.01%
171,592
+13,717
2017
$637K ﹤0.01%
17,380
+205
2018
$636K ﹤0.01%
5,342
+3,678
2019
$636K ﹤0.01%
25,543
+89
2020
$634K ﹤0.01%
15,888
-2,651
2021
$633K ﹤0.01%
5,137
+3,087
2022
$633K ﹤0.01%
+17,981
2023
$632K ﹤0.01%
24,996
-456
2024
$629K ﹤0.01%
4,050
+404
2025
$629K ﹤0.01%
13,196
-559
79 80
81
82 83