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
$11.2B
AUM Growth
+$729M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,256
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$17.4M
3
+$16M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$14.6M
5
SCL icon
Stepan Co
SCL
+$13.1M

Top Sells

1
+$99.5M
2
+$14.5M
3
+$14.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$10.7M

Sector Composition

1 Technology 9.91%
2 Healthcare 9.87%
3 Financials 8.65%
4 Industrials 8.2%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9.87M 0.09%
349,324
+4,348
252
$9.85M 0.09%
49,684
+6,789
253
$9.78M 0.09%
95,568
+14,977
254
$9.71M 0.09%
246,486
+176,412
255
$9.67M 0.09%
112,870
+4,382
256
$9.67M 0.09%
183,566
+82,202
257
$9.66M 0.09%
87,686
+14,275
258
$9.66M 0.09%
78,142
+13,680
259
$9.64M 0.09%
180,375
+20,281
260
$9.55M 0.09%
152,432
-28,265
261
$9.53M 0.09%
990,282
+42,432
262
$9.52M 0.09%
1,164,134
263
$9.52M 0.09%
146,651
+31,513
264
$9.5M 0.09%
103,968
+12,211
265
$9.5M 0.09%
199,225
+27,684
266
$9.49M 0.08%
73,877
-5,900
267
$9.47M 0.08%
192,246
+2,510
268
$9.42M 0.08%
219,260
+6,348
269
$9.38M 0.08%
108,280
+2,388
270
$9.36M 0.08%
204,476
-6,788
271
$9.31M 0.08%
76,443
+21,698
272
$9.22M 0.08%
160,775
-233
273
$9.17M 0.08%
255,950
+7,258
274
$9.13M 0.08%
89,818
-25,602
275
$9.12M 0.08%
570,348
+109,616
9 10
11
12 13