HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $94.2B
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.1B
AUM Growth
+$8.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$111M
3
+$102M
4
PEP icon
PepsiCo
PEP
+$76.6M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$72.1M

Top Sells

1
+$168M
2
+$93.5M
3
+$82M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$38.7M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$35.6M

Sector Composition

1 Technology 13.98%
2 Financials 9.69%
3 Consumer Discretionary 5.72%
4 Healthcare 4.98%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1.1M ﹤0.01%
30,292
+576
2027
$1.1M ﹤0.01%
26,885
-355
2028
$1.09M ﹤0.01%
6,592
-3,030
2029
$1.09M ﹤0.01%
22,152
+569
2030
$1.09M ﹤0.01%
9,011
-41
2031
$1.09M ﹤0.01%
50,089
2032
$1.08M ﹤0.01%
26,799
-7,544
2033
$1.08M ﹤0.01%
89,841
+349
2034
$1.08M ﹤0.01%
19,812
-381
2035
$1.07M ﹤0.01%
3,841
+181
2036
$1.07M ﹤0.01%
21,259
-4,587
2037
$1.07M ﹤0.01%
22,097
-4,452
2038
$1.07M ﹤0.01%
93,516
+10,741
2039
$1.07M ﹤0.01%
6,102
-2,931
2040
$1.07M ﹤0.01%
130,059
+981
2041
$1.06M ﹤0.01%
5,857
-6,896
2042
$1.06M ﹤0.01%
7,893
+1,965
2043
$1.06M ﹤0.01%
22,762
-1,178
2044
$1.06M ﹤0.01%
134,170
+3,084
2045
$1.06M ﹤0.01%
9,089
+995
2046
$1.06M ﹤0.01%
30,863
+1,349
2047
$1.06M ﹤0.01%
38,141
+3,283
2048
$1.05M ﹤0.01%
72,091
-56
2049
$1.05M ﹤0.01%
129,526
+21,016
2050
$1.05M ﹤0.01%
10,097
-5,200
80 81
82
83 84