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
601
$3.41M 0.03%
70,900
+9,341
602
$3.39M 0.03%
238,685
+39,745
603
$3.39M 0.03%
258,194
+16,184
604
$3.38M 0.03%
225,000
605
$3.37M 0.03%
36,223
-1,454
606
$3.36M 0.03%
99,051
+297
607
$3.35M 0.03%
62,298
-262
608
$3.35M 0.03%
119,485
+215
609
$3.35M 0.03%
37,401
+19,600
610
$3.29M 0.03%
411,457
-56,776
611
$3.29M 0.03%
29,799
+606
612
$3.28M 0.03%
83,381
+39,634
613
$3.26M 0.03%
51,499
+4,334
614
$3.25M 0.03%
119,251
+59,172
615
$3.23M 0.03%
510,675
-23,891
616
$3.22M 0.03%
50,345
+18,928
617
$3.21M 0.03%
238,366
+15,446
618
$3.19M 0.03%
355,308
+4,370
619
$3.19M 0.03%
33,302
+9,836
620
$3.19M 0.03%
43,680
+29,581
621
$3.19M 0.03%
+43,286
622
$3.19M 0.03%
135,054
+21,871
623
$3.19M 0.03%
154,677
-92,529
624
$3.18M 0.03%
+56,438
625
$3.18M 0.03%
60,312
+7,323
23 24
25
26 27