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
$70B
AUM Growth
+$5.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,634
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$39M
3
+$37.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$35.2M
5
TFC icon
Truist Financial
TFC
+$34.5M

Top Sells

1
+$2.18B
2
+$73.3M
3
+$65.2M
4
LRCX icon
Lam Research
LRCX
+$62.8M
5
SN icon
SharkNinja
SN
+$51.4M

Sector Composition

1 Technology 13.57%
2 Financials 9.89%
3 Consumer Discretionary 6.39%
4 Healthcare 6.15%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$834K ﹤0.01%
274,312
+175,210
2027
$834K ﹤0.01%
14,787
-1,580
2028
$833K ﹤0.01%
15,103
-45,584
2029
$833K ﹤0.01%
64,887
-6,771
2030
$831K ﹤0.01%
17,130
+251
2031
$830K ﹤0.01%
23,587
+9,526
2032
$829K ﹤0.01%
11,233
-19,263
2033
$828K ﹤0.01%
2,887
+962
2034
$825K ﹤0.01%
20,914
+2,748
2035
$823K ﹤0.01%
37,699
+10,000
2036
$822K ﹤0.01%
27,891
-4,832
2037
$820K ﹤0.01%
202,680
+6,183
2038
$820K ﹤0.01%
32,020
+6
2039
$819K ﹤0.01%
12,445
+5
2040
$819K ﹤0.01%
11,965
-1,309
2041
$818K ﹤0.01%
174,322
+7,768
2042
$817K ﹤0.01%
28,732
-1,827
2043
$817K ﹤0.01%
12,279
-10,176
2044
$817K ﹤0.01%
34,740
-350
2045
$814K ﹤0.01%
36,252
-4,073
2046
$811K ﹤0.01%
16,957
+665
2047
$810K ﹤0.01%
19,560
-3,712
2048
$809K ﹤0.01%
42,644
-2,765
2049
$808K ﹤0.01%
4,637
-2,949
2050
$808K ﹤0.01%
12,447
-795
80 81
82
83 84