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
401
$6.05M 0.05%
200,015
+71,212
402
$6.04M 0.05%
112,631
+16,850
403
$6.02M 0.05%
143,444
+20,483
404
$6.01M 0.05%
145,559
-74,250
405
$6.01M 0.05%
179,295
406
$6M 0.05%
119,365
+42,795
407
$5.99M 0.05%
89,293
-62,687
408
$5.95M 0.05%
541,124
+10,766
409
$5.9M 0.05%
176,398
-16,776
410
$5.89M 0.05%
96,032
+1,326
411
$5.88M 0.05%
178,898
+576
412
$5.87M 0.05%
133,281
-4,898
413
$5.87M 0.05%
742,216
+153,152
414
$5.81M 0.05%
144,993
-1,126
415
$5.81M 0.05%
115,019
+3,004
416
$5.8M 0.05%
+236,451
417
$5.8M 0.05%
88,241
-2,964
418
$5.8M 0.05%
94,154
+1,566
419
$5.79M 0.05%
126,120
+7,776
420
$5.76M 0.05%
407,470
+36,240
421
$5.72M 0.05%
3,289,421
422
$5.71M 0.05%
127,431
+5,792
423
$5.7M 0.05%
356,118
+55,509
424
$5.66M 0.05%
99,618
+50,576
425
$5.66M 0.05%
35,405
+17,551
15 16
17
18 19