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
$12.8B
AUM Growth
+$836M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,260
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$58.7M
3
+$43.3M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$36.7M
5
AVGO icon
Broadcom
AVGO
+$20.9M

Top Sells

1
+$22.3M
2
+$13.4M
3
+$13M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$11.1M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$11M

Sector Composition

1 Technology 10.57%
2 Financials 9.86%
3 Healthcare 8.76%
4 Industrials 7.03%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$65K ﹤0.01%
10,290
-546
2027
$64K ﹤0.01%
10,000
2028
$63K ﹤0.01%
14,238
-1,000
2029
– –
0
2030
$62K ﹤0.01%
+11,171
2031
$60K ﹤0.01%
725
+225
2032
$59K ﹤0.01%
24,558
-2
2033
$59K ﹤0.01%
+13,800
2034
$58K ﹤0.01%
679
-4
2035
$58K ﹤0.01%
12,678
2036
$56K ﹤0.01%
10,355
-15,000
2037
$55K ﹤0.01%
400
2038
$53K ﹤0.01%
+15,312
2039
$52K ﹤0.01%
1,172
-543
2040
$52K ﹤0.01%
17,000
2041
$52K ﹤0.01%
+833
2042
$49K ﹤0.01%
2,373
+750
2043
$48K ﹤0.01%
1,503
2044
$47K ﹤0.01%
+100
2045
$47K ﹤0.01%
43,100
2046
$46K ﹤0.01%
1,625
2047
$44K ﹤0.01%
135
-19
2048
$43K ﹤0.01%
6,263
+2,513
2049
$42K ﹤0.01%
718
2050
– –
0
80 81
82
83 84