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
$11.2B
AUM Growth
+$729M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,256
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$17.4M
3
+$16M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$14.6M
5
SCL icon
Stepan Co
SCL
+$13.1M

Top Sells

1
+$99.5M
2
+$14.5M
3
+$14.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$10.7M

Sector Composition

1 Technology 9.91%
2 Healthcare 9.87%
3 Financials 8.65%
4 Industrials 8.2%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6.45M 0.06%
178,702
+4,395
377
$6.43M 0.06%
215,979
+45,495
378
$6.4M 0.06%
86,820
+5,160
379
$6.38M 0.06%
112,252
-2,041
380
$6.38M 0.06%
56,196
+1,022
381
$6.35M 0.06%
191,995
+16,577
382
$6.35M 0.06%
149,066
+8,991
383
$6.33M 0.06%
44,504
+154
384
$6.33M 0.06%
114,008
+3,123
385
$6.32M 0.06%
27,233
-610
386
$6.31M 0.06%
84,921
+72,208
387
$6.29M 0.06%
224,926
+3,307
388
$6.26M 0.06%
318,016
+39,001
389
$6.25M 0.06%
122,732
-20,707
390
– –
0
391
$6.22M 0.06%
54,529
+43,937
392
$6.2M 0.06%
100,663
+7,206
393
$6.19M 0.06%
114,469
-692
394
$6.19M 0.06%
88,354
+31,574
395
$6.15M 0.06%
201,426
+18,838
396
– –
0
397
– –
0
398
$6.11M 0.05%
168,906
+1,203
399
$6.1M 0.05%
445,464
+14,317
400
– –
0
14 15
16
17 18