HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $79.8B
This Quarter Return
+8.61%
1 Year Return
+17.44%
3 Year Return
+65.6%
5 Year Return
+120.67%
10 Year Return
+243.37%
AUM
$79.8B
AUM Growth
+$79.8B
Cap. Flow
+$1.43B
Cap. Flow %
1.79%
Top 10 Hldgs %
18.5%
Holding
3,757
New
261
Increased
1,553
Reduced
1,598
Closed
168

Sector Composition

1 Technology 13.55%
2 Financials 10.32%
3 Consumer Discretionary 5.93%
4 Industrials 5.06%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
INTA icon
3676
Intapp
INTA
$3.78B
-13,808 Closed -$806K
INVH icon
3677
Invitation Homes
INVH
$19.2B
-6,807 Closed -$237K
IVVM icon
3678
iShares Large Cap Moderate Buffer ETF
IVVM
$116M
-12,117 Closed -$370K
IYM icon
3679
iShares US Basic Materials ETF
IYM
$567M
-2,881 Closed -$388K
JOF
3680
Japan Smaller Capitalization Fund
JOF
$303M
-15,170 Closed -$127K
JWN
3681
DELISTED
Nordstrom
JWN
-54,557 Closed -$1.33M
KMX icon
3682
CarMax
KMX
$9.21B
-5,839 Closed -$455K
KRC icon
3683
Kilroy Realty
KRC
$4.92B
-34,124 Closed -$1.12M
LEGN icon
3684
Legend Biotech
LEGN
$6.41B
-10,197 Closed -$346K
LEXX icon
3685
Lexaria Bioscience
LEXX
$17.2M
-21,000 Closed -$35.9K
LFVN icon
3686
LifeVantage
LFVN
$165M
-32,631 Closed -$476K
LKQ icon
3687
LKQ Corp
LKQ
$8.39B
-6,968 Closed -$296K
LMND icon
3688
Lemonade
LMND
$3.91B
-1,600 Closed -$50.3K
LTH icon
3689
Life Time Group Holdings
LTH
$6.14B
-14,439 Closed -$436K
LUNR icon
3690
Intuitive Machines
LUNR
$1.03B
-17,242 Closed -$128K
LZB icon
3691
La-Z-Boy
LZB
$1.52B
-29,635 Closed -$1.16M
MBC icon
3692
MasterBrand
MBC
$1.61B
-13,948 Closed -$182K
MBND icon
3693
SPDR Nuveen Municipal Bond ETF
MBND
$28.2M
-13,179 Closed -$360K
MHH icon
3694
Mastech Digital
MHH
$95.3M
-43,426 Closed -$443K
MJ icon
3695
Amplify Alternative Harvest ETF
MJ
$208M
-2,031 Closed -$39.6K
MMCA icon
3696
IQ MacKay California Municipal Intermediate ETF
MMCA
$32.1M
-35,610 Closed -$761K
MMT
3697
MFS Multimarket Income Trust
MMT
$262M
-41,935 Closed -$195K
MTX icon
3698
Minerals Technologies
MTX
$2.05B
-3,348 Closed -$213K
MYGN icon
3699
Myriad Genetics
MYGN
$593M
-15,335 Closed -$136K
NEOG icon
3700
Neogen
NEOG
$1.25B
-12,550 Closed -$109K