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

Top Buys

1
+$16.4M
2
+$15.5M
3
+$14.1M
4
MO icon
Altria Group
MO
+$12.9M
5
CAT icon
Caterpillar
CAT
+$11.8M

Top Sells

1
+$46.2M
2
+$45.6M
3
+$37.6M
4
VV icon
Vanguard Large-Cap ETF
VV
+$29.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$24.7M

Sector Composition

1 Healthcare 11.56%
2 Technology 10.88%
3 Industrials 9.58%
4 Financials 8.68%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-111,607
2027
– –
-12,000
2028
– –
-39,784
2029
– –
-8,653
2030
– –
-4,945
2031
– –
-15,737
2032
– –
-41,665
2033
– –
-18,906
2034
– –
-20,510
2035
– –
-24,244
2036
– –
-13,468
2037
– –
-18,349
2038
– –
-4,942
2039
– –
-11,432
2040
– –
-60,573
2041
– –
-10,562
2042
– –
-3,158
2043
– –
-15,404
2044
– –
-16,959
2045
– –
-95,982
2046
– –
-7,637
2047
– –
-136,980
2048
– –
-19,008
2049
– –
-10,000
2050
– –
-10,584
80 81
82
83 84