HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1B
AUM Growth
+$3.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,709
New
Increased
Reduced
Closed

Top Buys

1
+$2.14B
2
+$220M
3
+$145M
4
AAPL icon
Apple
AAPL
+$101M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$88.7M

Top Sells

1
+$32.9M
2
+$29.7M
3
+$25.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$24.7M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$24.5M

Sector Composition

1 Technology 14.15%
2 Financials 10.6%
3 Consumer Discretionary 6.93%
4 Healthcare 5.42%
5 Industrials 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$918K ﹤0.01%
9,463
+5,334
2002
$917K ﹤0.01%
+31,323
2003
$916K ﹤0.01%
16,743
+2,666
2004
$915K ﹤0.01%
25,999
2005
$914K ﹤0.01%
27,337
-5,349
2006
$914K ﹤0.01%
+46,381
2007
$914K ﹤0.01%
3,611
+286
2008
$913K ﹤0.01%
9,059
+367
2009
$912K ﹤0.01%
27,375
+15,860
2010
$912K ﹤0.01%
7,973
-1,155
2011
$912K ﹤0.01%
17,321
-974
2012
$911K ﹤0.01%
179,402
-4,191
2013
$909K ﹤0.01%
17,470
+708
2014
$909K ﹤0.01%
746
-1,967
2015
$908K ﹤0.01%
10,083
+113
2016
$906K ﹤0.01%
41,372
+4,125
2017
$906K ﹤0.01%
42,380
-45,363
2018
$906K ﹤0.01%
20,723
-3,465
2019
$902K ﹤0.01%
28,454
+1,178
2020
$901K ﹤0.01%
3,171
-640
2021
$900K ﹤0.01%
10,418
-272
2022
$898K ﹤0.01%
2,884
+663
2023
$897K ﹤0.01%
13,653
+261
2024
$897K ﹤0.01%
28,124
2025
$896K ﹤0.01%
18,034
+8,100
79 80
81
82 83