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
$15.4B
AUM Growth
-$1.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,401
New
Increased
Reduced
Closed

Top Buys

1
+$611M
2
+$506M
3
+$244M
4
AMZN icon
Amazon
AMZN
+$229M
5
BAC icon
Bank of America
BAC
+$101M

Top Sells

1
+$59.4M
2
+$56.8M
3
+$28.5M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$26.7M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$25.1M

Sector Composition

1 Financials 12.57%
2 Technology 11.76%
3 Healthcare 8.72%
4 Consumer Discretionary 5.39%
5 Consumer Staples 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$16K ﹤0.01%
+10,000
2027
$16K ﹤0.01%
13,750
+3,230
2028
– –
0
2029
$16K ﹤0.01%
11,393
-425
2030
– –
0
2031
$15K ﹤0.01%
164
2032
$15K ﹤0.01%
12,500
2033
$14K ﹤0.01%
+1,336
2034
$14K ﹤0.01%
54,200
2035
$13K ﹤0.01%
1,295
-58
2036
$13K ﹤0.01%
15,090
2037
$12K ﹤0.01%
+3
2038
$11K ﹤0.01%
+734
2039
$11K ﹤0.01%
385
-42
2040
$11K ﹤0.01%
8,205
-6,611
2041
$10K ﹤0.01%
891
-299
2042
$10K ﹤0.01%
1,093
-9
2043
$9K ﹤0.01%
1,373
2044
$9K ﹤0.01%
+18,750
2045
$8K ﹤0.01%
1,353
-100
2046
$8K ﹤0.01%
11,497
2047
$6K ﹤0.01%
1,980
2048
$6K ﹤0.01%
17,043
2049
$5K ﹤0.01%
+34
2050
$5K ﹤0.01%
15,963
-500
80 81
82
83 84