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
$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
– –
-7,680
2027
– –
-2,537
2028
– –
-36,398
2029
– –
-3,276
2030
– –
-118,600
2031
– –
-10,585
2032
– –
-3,076
2033
– –
-38,835
2034
– –
-1,120
2035
– –
-111,607
2036
– –
-12,000
2037
– –
-39,784
2038
– –
-8,653
2039
– –
-4,945
2040
– –
-15,737
2041
– –
-41,665
2042
– –
-18,906
2043
– –
-20,510
2044
– –
-24,244
2045
– –
-13,468
2046
– –
-19,267
2047
– –
-4,942
2048
– –
-11,432
2049
– –
-60,573
2050
– –
-10,562
80 81
82
83 84