HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.8B
AUM Growth
+$6.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,757
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$95.9M
3
+$89.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$75.1M
5
META icon
Meta Platforms (Facebook)
META
+$64.4M

Top Sells

1
+$59.6M
2
+$49.7M
3
+$43.7M
4
QLTY icon
GMO US Quality ETF
QLTY
+$40.4M
5
GLD icon
SPDR Gold Trust
GLD
+$40M

Sector Composition

1 Technology 13.55%
2 Financials 10.32%
3 Consumer Discretionary 5.93%
4 Industrials 5.06%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$992K ﹤0.01%
62,064
+6,372
2002
$990K ﹤0.01%
10,239
+2,010
2003
$990K ﹤0.01%
33,996
+1,760
2004
$989K ﹤0.01%
45,192
-1,724
2005
$985K ﹤0.01%
9,752
-741
2006
$983K ﹤0.01%
95,188
-1,195
2007
$983K ﹤0.01%
14,428
-259
2008
$982K ﹤0.01%
55,935
+1,827
2009
$981K ﹤0.01%
19,591
-2,138
2010
$981K ﹤0.01%
24,541
2011
$977K ﹤0.01%
131,086
+800
2012
$973K ﹤0.01%
90,637
+52,135
2013
$972K ﹤0.01%
89,615
+49,947
2014
$971K ﹤0.01%
70,945
+541
2015
$970K ﹤0.01%
20,344
-6,236
2016
$969K ﹤0.01%
23,951
+493
2017
$969K ﹤0.01%
28,130
-652
2018
$968K ﹤0.01%
17,030
-119
2019
$966K ﹤0.01%
3,929
-76
2020
$964K ﹤0.01%
24,952
+1,685
2021
$963K ﹤0.01%
224,055
-685
2022
$961K ﹤0.01%
32,858
+4,931
2023
$961K ﹤0.01%
81,002
+17,044
2024
$960K ﹤0.01%
3,341
-17,021
2025
$959K ﹤0.01%
+12,137
79 80
81
82 83