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
$64.7B
AUM Growth
+$2.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,560
New
Increased
Reduced
Closed

Top Buys

1
+$493M
2
+$322M
3
+$217M
4
WHR icon
Whirlpool
WHR
+$102M
5
TGT icon
Target
TGT
+$102M

Top Sells

1
+$308M
2
+$130M
3
+$53.6M
4
AAPL icon
Apple
AAPL
+$50M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$40.3M

Sector Composition

1 Technology 14.26%
2 Financials 9.5%
3 Healthcare 6.23%
4 Consumer Discretionary 6.19%
5 Industrials 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$772K ﹤0.01%
64,654
+25,419
2002
$772K ﹤0.01%
7,291
+56
2003
$771K ﹤0.01%
22,872
+449
2004
$769K ﹤0.01%
42,961
+14,806
2005
$766K ﹤0.01%
31,416
+2,988
2006
$765K ﹤0.01%
27,737
+16,402
2007
$765K ﹤0.01%
10,496
+4,263
2008
$765K ﹤0.01%
4,188
+3,040
2009
$763K ﹤0.01%
24,103
2010
$760K ﹤0.01%
43,906
-771
2011
$760K ﹤0.01%
40,636
-1,244
2012
$759K ﹤0.01%
16,133
-311
2013
$759K ﹤0.01%
4,199
+216
2014
$759K ﹤0.01%
+5,356
2015
$758K ﹤0.01%
13,692
+3,607
2016
$758K ﹤0.01%
21,790
+2,661
2017
$757K ﹤0.01%
45,409
-799
2018
$757K ﹤0.01%
42,422
+2,824
2019
$757K ﹤0.01%
37,860
-13,217
2020
$756K ﹤0.01%
28,991
+42
2021
$756K ﹤0.01%
16,569
+446
2022
$755K ﹤0.01%
21,305
+6,105
2023
$752K ﹤0.01%
25,221
-136
2024
$750K ﹤0.01%
16,292
-17,216
2025
$748K ﹤0.01%
18,519
-469
79 80
81
82 83