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
801
$1.96M 0.02%
27,069
+4,061
802
$1.95M 0.02%
121,814
-4,671
803
$1.95M 0.02%
33,850
+6,901
804
$1.95M 0.02%
20,774
-2,654
805
$1.95M 0.02%
49,712
+8,001
806
$1.93M 0.02%
34,737
+18,015
807
$1.93M 0.02%
24,714
+2,001
808
$1.93M 0.02%
+38,208
809
$1.92M 0.02%
11,957
-285
810
$1.92M 0.02%
3,346
-399
811
$1.91M 0.02%
11,314
-3,349
812
$1.91M 0.02%
44,624
+5,000
813
$1.9M 0.02%
108,810
+11,782
814
$1.9M 0.02%
73,051
-3,124
815
$1.89M 0.02%
21,535
+2,197
816
$1.89M 0.02%
63,010
+996
817
$1.89M 0.02%
66,474
+5,038
818
$1.88M 0.02%
29,960
-5,919
819
$1.88M 0.02%
50,613
+1,437
820
$1.87M 0.02%
12,775
-755
821
$1.86M 0.02%
23,052
+2,470
822
$1.86M 0.02%
98,007
+23,265
823
$1.86M 0.02%
142,888
+26,089
824
$1.85M 0.02%
228,081
+30,249
825
$1.85M 0.02%
63,678
-5,048
31 32
33
34 35