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
$31.7B
AUM Growth
+$7.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,022
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$305M
3
+$243M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$227M
5
DIS icon
Walt Disney
DIS
+$219M

Top Sells

1
+$46.4M
2
+$32.2M
3
+$29.3M
4
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$27M
5
USB icon
US Bancorp
USB
+$26.7M

Sector Composition

1 Technology 13.23%
2 Financials 12.04%
3 Healthcare 7.35%
4 Consumer Discretionary 6.16%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$9.02M 0.03%
49,608
+8,822
527
$8.97M 0.03%
241,359
-27,034
528
$8.94M 0.03%
311,036
-18,415
529
$8.87M 0.03%
192,599
+1,230
530
$8.84M 0.03%
282,494
+116,347
531
$8.78M 0.03%
513,543
-10,371
532
$8.75M 0.03%
+123,664
533
$8.73M 0.03%
26,784
+5,471
534
$8.68M 0.03%
+129,005
535
$8.64M 0.03%
709,321
+909
536
$8.63M 0.03%
54,581
+30,160
537
– –
0
538
$8.56M 0.03%
489,277
+15,542
539
$8.54M 0.03%
205,763
-3,537
540
$8.53M 0.03%
+167,392
541
$8.46M 0.03%
91,625
-243
542
$8.43M 0.03%
284,947
-22,878
543
$8.43M 0.03%
208,005
-13,986
544
$8.43M 0.03%
174,744
-1,131
545
$8.37M 0.03%
5,717
-584
546
$8.37M 0.03%
126,227
+48,161
547
$8.35M 0.03%
467,133
+13,020
548
$8.3M 0.03%
64,698
+10,854
549
$8.28M 0.03%
565,042
-1,612
550
$8.28M 0.03%
180,949
-3,055
20 21
22
23 24