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
$70B
AUM Growth
+$5.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,634
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$39M
3
+$37.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$35.2M
5
TFC icon
Truist Financial
TFC
+$34.5M

Top Sells

1
+$2.18B
2
+$73.3M
3
+$65.2M
4
LRCX icon
Lam Research
LRCX
+$62.8M
5
SN icon
SharkNinja
SN
+$51.4M

Sector Composition

1 Technology 13.57%
2 Financials 9.89%
3 Consumer Discretionary 6.39%
4 Healthcare 6.15%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$873K ﹤0.01%
22,658
-214
2002
$871K ﹤0.01%
31,855
+280
2003
$871K ﹤0.01%
4,288
-435
2004
$866K ﹤0.01%
7,005
+37
2005
$861K ﹤0.01%
6,474
+1,147
2006
$861K ﹤0.01%
25,974
-1,964
2007
$857K ﹤0.01%
39,157
+107
2008
$857K ﹤0.01%
12,041
+3,322
2009
$857K ﹤0.01%
10,690
-30
2010
$856K ﹤0.01%
36,298
+6,968
2011
$856K ﹤0.01%
13,132
-3
2012
$856K ﹤0.01%
7,486
+195
2013
$855K ﹤0.01%
11,814
+2,810
2014
$855K ﹤0.01%
21,821
+1
2015
$855K ﹤0.01%
41,509
+7,652
2016
$851K ﹤0.01%
7,594
+2,060
2017
$847K ﹤0.01%
15,623
-1,981
2018
$846K ﹤0.01%
24,216
-8,939
2019
$845K ﹤0.01%
35,566
+7,893
2020
$843K ﹤0.01%
18,355
-423
2021
$842K ﹤0.01%
26,796
-2,459
2022
$839K ﹤0.01%
3,158
+134
2023
$838K ﹤0.01%
37,247
+26,291
2024
$837K ﹤0.01%
16,498
+3,801
2025
$836K ﹤0.01%
28,180
+38
79 80
81
82 83