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
3051
– –
-3,354
3052
– –
-27,560
3053
– –
-10,021
3054
– –
-4,851
3055
– –
-10,879
3056
– –
-25,280
3057
– –
-1,224
3058
– –
-100,000
3059
– –
-8,867
3060
– –
-1,456
3061
– –
-4,949
3062
– –
-13,900
3063
– –
-11,586
3064
– –
-12,050
3065
– –
-14,425
3066
– –
-685,626
3067
– –
-3,199
3068
– –
-66,190
3069
– –
-8,922
3070
– –
-41,827
3071
– –
-5,935
3072
– –
-15,229
3073
– –
-489
3074
– –
-4,580
3075
– –
-52,551
121 122
123
124 125