HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $94.2B
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.1B
AUM Growth
+$8.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$111M
3
+$102M
4
PEP icon
PepsiCo
PEP
+$76.6M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$72.1M

Top Sells

1
+$168M
2
+$93.5M
3
+$82M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$38.7M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$35.6M

Sector Composition

1 Technology 13.98%
2 Financials 9.69%
3 Consumer Discretionary 5.72%
4 Healthcare 4.98%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1.15M ﹤0.01%
64,088
+11,620
2002
$1.15M ﹤0.01%
21,961
+5,886
2003
$1.14M ﹤0.01%
4,377
+1,043
2004
$1.14M ﹤0.01%
11,393
-13,455
2005
$1.14M ﹤0.01%
60,711
+16,545
2006
$1.14M ﹤0.01%
56,421
+486
2007
$1.14M ﹤0.01%
6,995
-1,891
2008
$1.14M ﹤0.01%
58,391
+10,425
2009
$1.13M ﹤0.01%
79,920
+1,295
2010
$1.13M ﹤0.01%
23,536
+7,515
2011
$1.13M ﹤0.01%
27,939
+5,614
2012
$1.13M ﹤0.01%
33,029
-325
2013
$1.13M ﹤0.01%
26,220
+5,850
2014
$1.13M ﹤0.01%
33,644
+931
2015
$1.13M ﹤0.01%
17,603
+9,849
2016
$1.12M ﹤0.01%
22,409
-2,178
2017
$1.12M ﹤0.01%
12,606
-446
2018
$1.12M ﹤0.01%
10,717
+1,539
2019
$1.11M ﹤0.01%
37,014
-26,839
2020
$1.11M ﹤0.01%
6,705
+4,636
2021
$1.11M ﹤0.01%
10,375
+607
2022
$1.11M ﹤0.01%
8,510
+81
2023
$1.1M ﹤0.01%
25,188
+7,775
2024
$1.1M ﹤0.01%
294,312
2025
$1.1M ﹤0.01%
10,639
-51
79 80
81
82 83