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
$37.3B
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,166
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$56.5M
3
+$52.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$44.3M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$43.4M

Top Sells

1
+$73.9M
2
+$60.6M
3
+$59.5M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$41.3M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$37M

Sector Composition

1 Technology 12.47%
2 Financials 11.31%
3 Healthcare 8.96%
4 Consumer Discretionary 6.43%
5 Consumer Staples 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$5.01M 0.01%
63,852
+39,691
802
$5.01M 0.01%
60,207
+13,931
803
$5.01M 0.01%
45,315
+560
804
$5M 0.01%
503,555
-67,500
805
$4.99M 0.01%
162,115
-8,848
806
$4.99M 0.01%
150,424
+27,931
807
$4.98M 0.01%
51,248
+552
808
$4.98M 0.01%
227,890
+2,038
809
$4.96M 0.01%
175,515
+4,502
810
$4.96M 0.01%
78,618
+5,744
811
$4.92M 0.01%
160,841
+18,719
812
$4.92M 0.01%
72,233
+10,181
813
$4.9M 0.01%
181,070
-256,898
814
$4.9M 0.01%
150,973
+13,675
815
$4.89M 0.01%
1,225
-208
816
$4.88M 0.01%
104,077
+7,945
817
$4.85M 0.01%
481,126
-96,302
818
$4.82M 0.01%
55,039
+82
819
$4.81M 0.01%
201,796
-36,197
820
$4.81M 0.01%
253,139
+53,478
821
$4.79M 0.01%
399,849
822
$4.78M 0.01%
210,776
-5,782
823
$4.78M 0.01%
129,799
-6,129
824
$4.77M 0.01%
67,368
-116,202
825
$4.76M 0.01%
479,875
-62,000
31 32
33
34 35