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
$8.41B
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,181
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.7M
3
+$13.3M
4
MO icon
Altria Group
MO
+$12.5M
5
CB icon
Chubb
CB
+$11.3M

Top Sells

1
+$45M
2
+$43.6M
3
+$35.7M
4
VV icon
Vanguard Large-Cap ETF
VV
+$28M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$22.9M

Sector Composition

1 Healthcare 11.56%
2 Technology 10.86%
3 Industrials 9.6%
4 Financials 8.69%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-3,076
2027
– –
-38,835
2028
– –
-1,120
2029
– –
-13,468
2030
– –
-19,267
2031
– –
-4,942
2032
– –
-11,432
2033
– –
-60,573
2034
– –
-10,562
2035
– –
-3,158
2036
– –
-15,404
2037
– –
-16,959
2038
– –
-95,982
2039
– –
-7,637
2040
– –
-136,980
2041
– –
-227,806
2042
– –
-76,381
2043
– –
-203,818
2044
– –
-50,000
2045
– –
-48,348
2046
– –
-12,834
2047
– –
-6,215
2048
– –
-18,803
2049
– –
-115,160
2050
– –
-4,276
80 81
82
83 84