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
$88.1B
AUM Growth
+$8.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$112M
3
+$105M
4
AAPL icon
Apple
AAPL
+$80.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$75.6M

Top Sells

1
+$170M
2
+$102M
3
+$74.1M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$39.3M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$37M

Sector Composition

1 Technology 13.98%
2 Financials 9.7%
3 Consumer Discretionary 5.72%
4 Healthcare 4.98%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROP icon
576
Roper Technologies
ROP
$48.7B
$20.7M 0.02%
41,591
-2,517
STZ icon
577
Constellation Brands
STZ
$24.3B
$20.6M 0.02%
153,110
+25,565
EWC icon
578
iShares MSCI Canada ETF
EWC
$3.55B
$20.6M 0.02%
407,142
+14,482
AJG icon
579
Arthur J. Gallagher & Co
AJG
$64.4B
$20.6M 0.02%
66,340
+8,401
QXO
580
QXO Inc
QXO
$14B
$20.4M 0.02%
1,071,570
+800,035
FAST icon
581
Fastenal
FAST
$48.1B
$20.4M 0.02%
415,742
-29,656
SHEL icon
582
Shell
SHEL
$204B
$20.3M 0.02%
283,613
-45,965
HOOD icon
583
Robinhood
HOOD
$104B
$20.2M 0.02%
141,301
+4,724
CVS icon
584
CVS Health
CVS
$98.9B
$20.1M 0.02%
266,313
+17,498
HAL icon
585
Halliburton
HAL
$23.3B
$20.1M 0.02%
815,392
+21,788
TXUE
586
Thornburg International Equity ETF
TXUE
$301M
$20M 0.02%
656,608
+339,468
OMC icon
587
Omnicom Group
OMC
$26.2B
$19.9M 0.02%
244,419
-14,560
CGGR icon
588
Capital Group Growth ETF
CGGR
$18.2B
$19.9M 0.02%
453,474
+121,680
MUNI icon
589
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.43B
$19.9M 0.02%
380,571
+85,348
PAYX icon
590
Paychex
PAYX
$42B
$19.9M 0.02%
156,610
-8,240
EMB icon
591
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.4B
$19.9M 0.02%
208,547
-141,900
GM icon
592
General Motors
GM
$75.1B
$19.8M 0.02%
325,360
-1,676,845
DON icon
593
WisdomTree US MidCap Dividend Fund
DON
$3.77B
$19.7M 0.02%
375,993
-633,367
FDL icon
594
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.1B
$19.6M 0.02%
451,513
+8,677
ACWX icon
595
iShares MSCI ACWI ex US ETF
ACWX
$7.49B
$19.6M 0.02%
301,236
+1,143
TRP icon
596
TC Energy
TRP
$56.2B
$19.5M 0.02%
359,010
-16,710
ALL icon
597
Allstate
ALL
$54.7B
$19.3M 0.02%
90,012
-1,779
IUSB icon
598
iShares Core Universal USD Bond ETF
IUSB
$33.7B
$19.3M 0.02%
412,507
-105,550
DJCO icon
599
Daily Journal
DJCO
$721M
$19.2M 0.02%
41,336
EUSA icon
600
iShares MSCI USA Equal Weighted ETF
EUSA
$1.41B
$19.2M 0.02%
186,480
+28,811
22 23
24
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