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
$8.4B
AUM Growth
+$842M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,171
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$45.5M
3
+$44.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$29.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.5M

Top Sells

1
+$47.5M
2
+$40.1M
3
+$32.6M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$22.2M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$18.3M

Sector Composition

1 Healthcare 11.79%
2 Technology 10.15%
3 Financials 8.68%
4 Industrials 8.55%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-65,490
2027
– –
-5,211
2028
– –
-62,977
2029
– –
-25,000
2030
– –
-483
2031
– –
-15,921
2032
– –
-77,148
2033
– –
-111,530
2034
– –
-10,000
2035
– –
-4,061
2036
– –
-17,397
2037
– –
-11,226
2038
– –
-93,424
2039
– –
-16,861
2040
– –
-1,715,049
2041
– –
-59,281
2042
– –
-24,850
2043
– –
-23,470
2044
– –
-272
2045
– –
-46,929
2046
– –
-10,875
2047
– –
-28,120
2048
– –
-13,096
2049
– –
-76,623
2050
– –
-19,433
80 81
82
83 84