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
576
$3.71M 0.03%
287,638
-93,913
577
$3.69M 0.03%
42,489
-27,156
578
$3.68M 0.03%
58,603
+2,258
579
$3.68M 0.03%
70,529
+44,100
580
$3.67M 0.03%
87,666
+49,528
581
$3.67M 0.03%
+146,007
582
$3.67M 0.03%
124,947
+12,447
583
$3.66M 0.03%
59,323
+1,946
584
$3.63M 0.03%
49,793
+692
585
$3.61M 0.03%
+141,480
586
$3.6M 0.03%
132,590
+12,938
587
$3.58M 0.03%
148,450
+25,160
588
$3.57M 0.03%
804,506
+89,458
589
$3.57M 0.03%
147,261
+726
590
$3.52M 0.03%
22,300
-757
591
$3.5M 0.03%
54,051
+7,208
592
$3.5M 0.03%
103,077
+1,920
593
$3.5M 0.03%
+137,219
594
$3.49M 0.03%
261,953
+27,199
595
$3.49M 0.03%
+53,807
596
$3.49M 0.03%
64,141
-4,876
597
$3.47M 0.03%
76,869
+15,608
598
$3.45M 0.03%
44,116
-23,942
599
$3.45M 0.03%
228,252
+34,002
600
$3.43M 0.03%
125,140
+2,120
22 23
24
25 26