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
$73.7B
AUM Growth
+$564M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,730
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$137M
3
+$81.5M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$79M
5
AEP icon
American Electric Power
AEP
+$72.9M

Top Sells

1
+$86.3M
2
+$83.9M
3
+$64.7M
4
IBM icon
IBM
IBM
+$56.7M
5
GM icon
General Motors
GM
+$48.9M

Sector Composition

1 Technology 12.33%
2 Financials 10.91%
3 Consumer Discretionary 6.07%
4 Healthcare 5.9%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$878K ﹤0.01%
28,613
+159
2027
$876K ﹤0.01%
130,304
+34,760
2028
$873K ﹤0.01%
6,577
-14,584
2029
$871K ﹤0.01%
22,486
-11,526
2030
$869K ﹤0.01%
5,876
-255
2031
$866K ﹤0.01%
158,822
+37,361
2032
$865K ﹤0.01%
13,227
+1,006
2033
$863K ﹤0.01%
3,621
+150
2034
$862K ﹤0.01%
4,088
-189
2035
$862K ﹤0.01%
111,042
-4,686
2036
$861K ﹤0.01%
12,037
+5,198
2037
$861K ﹤0.01%
10,666
+677
2038
$861K ﹤0.01%
15,744
+212
2039
$859K ﹤0.01%
463
+126
2040
$859K ﹤0.01%
5,724
-114
2041
$858K ﹤0.01%
19,553
+983
2042
$854K ﹤0.01%
42,195
+11,090
2043
$853K ﹤0.01%
32,434
+294
2044
$852K ﹤0.01%
23,922
-22,418
2045
$852K ﹤0.01%
35,231
+1,669
2046
$850K ﹤0.01%
30,110
+3,636
2047
$850K ﹤0.01%
6,166
+96
2048
$850K ﹤0.01%
29,701
+1,343
2049
$846K ﹤0.01%
13,210
+5,819
2050
$842K ﹤0.01%
4,274
-3,739
80 81
82
83 84