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
$37.3B
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,166
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$56.5M
3
+$52.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$44.3M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$43.4M

Top Sells

1
+$73.9M
2
+$60.6M
3
+$59.5M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$41.3M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$37M

Sector Composition

1 Technology 12.47%
2 Financials 11.31%
3 Healthcare 8.96%
4 Consumer Discretionary 6.43%
5 Consumer Staples 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2926
$4K ﹤0.01%
1,069
2927
$4K ﹤0.01%
+441
2928
– –
0
2929
$3K ﹤0.01%
+30
2930
$2K ﹤0.01%
503
2931
$2K ﹤0.01%
1
2932
$2K ﹤0.01%
191
-543
2933
$1K ﹤0.01%
107
-17
2934
$1K ﹤0.01%
12,204
2935
$1K ﹤0.01%
40
2936
– –
-27,500
2937
– –
-9,455
2938
– –
-18,300
2939
– –
-2,458
2940
– –
-19,177
2941
– –
-9
2942
– –
-4,615
2943
– –
-22,964
2944
– –
-13,161
2945
– –
-4,276
2946
– –
-7,256
2947
– –
-940
2948
– –
-4,375
2949
– –
-98
2950
– –
-12,000
116 117
118
119 120