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
$12.2B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,289
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$17M
3
+$12M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$11.5M
5
MLPA icon
Global X MLP ETF
MLPA
+$11M

Top Sells

1
+$21.9M
2
+$19.2M
3
+$15.6M
4
EPD icon
Enterprise Products Partners
EPD
+$14.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$12.8M

Sector Composition

1 Technology 10.23%
2 Financials 9.95%
3 Healthcare 8.68%
4 Industrials 7.67%
5 Consumer Staples 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$55K ﹤0.01%
4,038
-1,387
2027
$54K ﹤0.01%
+4,331
2028
$52K ﹤0.01%
68
2029
$51K ﹤0.01%
1,503
2030
$50K ﹤0.01%
+10,982
2031
$49K ﹤0.01%
+20,000
2032
$49K ﹤0.01%
7,248
-1,000
2033
$48K ﹤0.01%
+383
2034
$43K ﹤0.01%
+139
2035
$43K ﹤0.01%
12,000
2036
$42K ﹤0.01%
718
+34
2037
$41K ﹤0.01%
+10,411
2038
– –
0
2039
$41K ﹤0.01%
2,100
-117
2040
$41K ﹤0.01%
128
+72
2041
$41K ﹤0.01%
54,031
-13,172
2042
$39K ﹤0.01%
1,714
+41
2043
$39K ﹤0.01%
1,010
+10
2044
$38K ﹤0.01%
+5,261
2045
$38K ﹤0.01%
+13,300
2046
$38K ﹤0.01%
812
-27,378
2047
$35K ﹤0.01%
11,405
-2,115
2048
$34K ﹤0.01%
5,767
2049
$33K ﹤0.01%
122
-217
2050
$32K ﹤0.01%
+13,150
80 81
82
83 84