HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
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 +$70.8M
2 +$59.4M
3 +$57.6M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$48.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$46.3M

Sector Composition

1 Technology 12.47%
2 Financials 11.32%
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
3076
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3077
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3081
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3092
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3093
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3094
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3095
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3096
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3100
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