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
$73.7B
AUM Growth
+$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,730
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$137M
3
+$81.5M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$79M
5
AEP icon
American Electric Power
AEP
+$72.9M

Top Sells

1
+$86.3M
2
+$83.9M
3
+$64.7M
4
IBM icon
IBM
IBM
+$56.7M
5
GM icon
General Motors
GM
+$48.9M

Sector Composition

1 Technology 12.33%
2 Financials 10.91%
3 Consumer Discretionary 6.07%
4 Healthcare 5.9%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$916K ﹤0.01%
8,639
+666
2002
$914K ﹤0.01%
6,013
-67
2003
$912K ﹤0.01%
28,782
-4,308
2004
$911K ﹤0.01%
10,067
+1,008
2005
$910K ﹤0.01%
28,051
-3,854
2006
$907K ﹤0.01%
+38,210
2007
$906K ﹤0.01%
5,770
-849
2008
$904K ﹤0.01%
19,891
+1,220
2009
$903K ﹤0.01%
2,908
+1,071
2010
$903K ﹤0.01%
22,891
+7,979
2011
$901K ﹤0.01%
32,700
2012
$898K ﹤0.01%
53,400
+22,413
2013
$898K ﹤0.01%
23,267
+1,536
2014
$898K ﹤0.01%
5,965
-748
2015
$895K ﹤0.01%
23,458
+12,804
2016
$895K ﹤0.01%
25,999
2017
$893K ﹤0.01%
11,497
-16
2018
$889K ﹤0.01%
14,687
-194,500
2019
$888K ﹤0.01%
+24,157
2020
$888K ﹤0.01%
42,512
-6,338
2021
$886K ﹤0.01%
205,016
+152,766
2022
$885K ﹤0.01%
24,677
+3,446
2023
$885K ﹤0.01%
8,230
+1,006
2024
$883K ﹤0.01%
224,740
+45,338
2025
$880K ﹤0.01%
73,538
-70,783
79 80
81
82 83