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
$88.1B
AUM Growth
+$8.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$112M
3
+$105M
4
AAPL icon
Apple
AAPL
+$80.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$75.6M

Top Sells

1
+$170M
2
+$102M
3
+$74.1M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$39.3M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$37M

Sector Composition

1 Technology 13.98%
2 Financials 9.7%
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
VT icon
226
Vanguard Total World Stock ETF
VT
$58.6B
$78.8M 0.09%
571,791
+47,984
SPGI icon
227
S&P Global
SPGI
$151B
$78.6M 0.09%
161,470
-5,269
APD icon
228
Air Products & Chemicals
APD
$54.3B
$78.3M 0.09%
287,145
+1,768
UPS icon
229
United Parcel Service
UPS
$85.2B
$77.9M 0.09%
932,120
+39,398
JCI icon
230
Johnson Controls International
JCI
$72.2B
$76.8M 0.09%
698,675
+2,841
SCL icon
231
Stepan Co
SCL
$1.09B
$76.3M 0.09%
1,599,083
+91,746
IYW icon
232
iShares US Technology ETF
IYW
$20.9B
$76.3M 0.09%
389,331
+14,742
SCHV icon
233
Schwab US Large-Cap Value ETF
SCHV
$14.2B
$76.1M 0.09%
2,615,654
-13,133
QQQM icon
234
Invesco NASDAQ 100 ETF
QQQM
$69.5B
$75.9M 0.09%
307,238
+13,042
AWK icon
235
American Water Works
AWK
$25.4B
$75.7M 0.09%
543,908
+6,935
SHY icon
236
iShares 1-3 Year Treasury Bond ETF
SHY
$23.8B
$75.3M 0.09%
907,994
-161,371
FDX icon
237
FedEx
FDX
$67.2B
$75.3M 0.09%
319,379
-9,307
SCI icon
238
Service Corp International
SCI
$11.1B
$74.6M 0.08%
896,053
+119,018
DHI icon
239
D.R. Horton
DHI
$45.2B
$74.2M 0.08%
438,039
+95,619
SLV icon
240
iShares Silver Trust
SLV
$31.8B
$74.2M 0.08%
1,750,124
+94,521
CGDV icon
241
Capital Group Dividend Value ETF
CGDV
$25.5B
$74M 0.08%
1,760,893
+100,544
PNC icon
242
PNC Financial Services
PNC
$82.9B
$73.7M 0.08%
366,588
-4,851
AZN icon
243
AstraZeneca
AZN
$280B
$73.5M 0.08%
958,235
+31,957
T icon
244
AT&T
T
$172B
$73.4M 0.08%
2,597,497
-45,169
MMM icon
245
3M
MMM
$89.6B
$71.6M 0.08%
461,309
+12,406
EMXC icon
246
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.2B
$71.5M 0.08%
1,058,807
-133,713
TMO icon
247
Thermo Fisher Scientific
TMO
$217B
$70.9M 0.08%
146,255
+2,143
COP icon
248
ConocoPhillips
COP
$120B
$70.4M 0.08%
743,991
-115,711
TBG icon
249
TBG Dividend Focus ETF
TBG
$198M
$70.2M 0.08%
2,122,465
+383,717
ADI icon
250
Analog Devices
ADI
$139B
$70.2M 0.08%
285,579
-16,266
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