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
$45.8B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,336
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$42.6M
3
+$41.9M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$39.2M
5
SIXH icon
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
+$37.4M

Top Sells

1
+$41.5M
2
+$36.7M
3
+$34.9M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$33.1M
5
ARCC icon
Ares Capital
ARCC
+$30.9M

Sector Composition

1 Technology 13.31%
2 Financials 10.25%
3 Healthcare 7.82%
4 Consumer Discretionary 6%
5 Consumer Staples 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3251
– –
-120,855
3252
– –
-13,655
3253
– –
-33,961
3254
– –
-63,541
3255
– –
-8,149
3256
– –
-25,213
3257
– –
-54,364
3258
– –
-5,049
3259
– –
-43,149
3260
– –
-94,743
3261
– –
-2,121
3262
– –
-47,920
3263
– –
-8,882
3264
– –
-6,084
3265
– –
-24,565
3266
– –
-11,410
3267
– –
-12,551
3268
– –
-10,409
3269
– –
-6,434
3270
– –
-24,563
3271
– –
-12,466
3272
– –
-13,543
3273
– –
-1,662
3274
– –
-9,625
3275
– –
-10,000
129 130
131
132 133