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
$64.7B
AUM Growth
+$2.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,560
New
Increased
Reduced
Closed

Top Buys

1
+$493M
2
+$322M
3
+$217M
4
WHR icon
Whirlpool
WHR
+$102M
5
TGT icon
Target
TGT
+$102M

Top Sells

1
+$308M
2
+$130M
3
+$53.6M
4
AAPL icon
Apple
AAPL
+$50M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$40.3M

Sector Composition

1 Technology 14.26%
2 Financials 9.5%
3 Healthcare 6.23%
4 Consumer Discretionary 6.19%
5 Industrials 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$746K ﹤0.01%
10,627
+4,511
2027
$746K ﹤0.01%
9,158
+3,104
2028
$744K ﹤0.01%
15,142
-907
2029
$743K ﹤0.01%
45,744
+427
2030
$742K ﹤0.01%
28,409
-2,863
2031
$741K ﹤0.01%
166,554
+16,055
2032
$737K ﹤0.01%
4,954
+231
2033
$735K ﹤0.01%
14,846
-717
2034
$735K ﹤0.01%
16,043
-460
2035
$731K ﹤0.01%
120,597
+4,597
2036
$729K ﹤0.01%
7,650
-1,917
2037
$726K ﹤0.01%
15,823
-6,862
2038
$726K ﹤0.01%
7,806
-1,265
2039
$726K ﹤0.01%
51,800
2040
$725K ﹤0.01%
33,857
-2,670
2041
$724K ﹤0.01%
11,106
-1,897
2042
$724K ﹤0.01%
17,724
2043
$723K ﹤0.01%
6,143
+795
2044
$722K ﹤0.01%
12,440
+1,946
2045
$722K ﹤0.01%
9,069
-745
2046
$722K ﹤0.01%
58,277
-5,747
2047
$721K ﹤0.01%
28,142
+123
2048
$720K ﹤0.01%
4,299
+390
2049
$719K ﹤0.01%
114,645
-20,000
2050
$718K ﹤0.01%
11,687
+71
80 81
82
83 84