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
$43.7B
AUM Growth
+$6.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,358
New
Increased
Reduced
Closed

Top Buys

1
+$310M
2
+$169M
3
+$147M
4
AAPL icon
Apple
AAPL
+$124M
5
MSFT icon
Microsoft
MSFT
+$104M

Top Sells

1
+$44.7M
2
+$30.7M
3
+$29.8M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$28.9M
5
VZ icon
Verizon
VZ
+$28.4M

Sector Composition

1 Technology 11.56%
2 Financials 10.87%
3 Healthcare 8.79%
4 Consumer Discretionary 5.61%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$566K ﹤0.01%
10,938
-468
2027
$566K ﹤0.01%
+48,600
2028
$563K ﹤0.01%
14,927
+34
2029
$561K ﹤0.01%
39,703
2030
$561K ﹤0.01%
+20,988
2031
$561K ﹤0.01%
+9,376
2032
$558K ﹤0.01%
31,065
-2,579
2033
$558K ﹤0.01%
+10,728
2034
$557K ﹤0.01%
18,726
+962
2035
$556K ﹤0.01%
80,769
-24,392
2036
$556K ﹤0.01%
10,177
-838
2037
$556K ﹤0.01%
36,343
+2,611
2038
$554K ﹤0.01%
10,811
-131
2039
$553K ﹤0.01%
47,847
+300
2040
$549K ﹤0.01%
8,279
-134
2041
$549K ﹤0.01%
22,877
-20,414
2042
$548K ﹤0.01%
15,347
+7,222
2043
$547K ﹤0.01%
10,272
-495
2044
$546K ﹤0.01%
11,167
-3,558
2045
$546K ﹤0.01%
8,975
-16,253
2046
$545K ﹤0.01%
13,776
-4,479
2047
$544K ﹤0.01%
4,971
+2,240
2048
$544K ﹤0.01%
28,315
+9,535
2049
$543K ﹤0.01%
5,414
+2,653
2050
$543K ﹤0.01%
5,803
-426
80 81
82
83 84