HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $79.8B
1-Year Est. Return 17.44%
This Quarter Est. Return
1 Year Est. Return
+17.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.8B
AUM Growth
+$6.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,757
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$107M
3
+$96.7M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$79.7M
5
META icon
Meta Platforms (Facebook)
META
+$76.9M

Top Sells

1
+$48.6M
2
+$46.9M
3
+$44.7M
4
V icon
Visa
V
+$44.5M
5
QLTY icon
GMO US Quality ETF
QLTY
+$43.7M

Sector Composition

1 Technology 13.55%
2 Financials 10.32%
3 Consumer Discretionary 5.93%
4 Industrials 5.06%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXN icon
101
Texas Instruments
TXN
$159B
$174M 0.22%
838,228
+94,671
XLK icon
102
Technology Select Sector SPDR Fund
XLK
$93.5B
$174M 0.22%
685,770
-50,466
SPG icon
103
Simon Property Group
SPG
$58.2B
$173M 0.22%
1,075,044
+118,575
TSM icon
104
TSMC
TSM
$1.58T
$172M 0.22%
758,892
-62,702
TMUS icon
105
T-Mobile US
TMUS
$255B
$172M 0.22%
721,052
+7,227
TJX icon
106
TJX Companies
TJX
$162B
$170M 0.21%
1,379,617
+17,332
SHW icon
107
Sherwin-Williams
SHW
$83B
$170M 0.21%
494,257
+12,254
SYK icon
108
Stryker
SYK
$141B
$169M 0.21%
427,870
-11,462
IWB icon
109
iShares Russell 1000 ETF
IWB
$44.8B
$169M 0.21%
497,173
+11,531
NEE icon
110
NextEra Energy
NEE
$177B
$167M 0.21%
2,398,927
-285,993
AVUS icon
111
Avantis US Equity ETF
AVUS
$9.72B
$165M 0.21%
1,637,938
+39,548
LOW icon
112
Lowe's Companies
LOW
$135B
$162M 0.2%
729,722
-18,843
VBR icon
113
Vanguard Small-Cap Value ETF
VBR
$31.3B
$160M 0.2%
821,531
+48,461
DFIC icon
114
Dimensional International Core Equity 2 ETF
DFIC
$10.6B
$158M 0.2%
5,087,106
-84,110
MO icon
115
Altria Group
MO
$109B
$156M 0.2%
2,657,520
+326,489
VGIT icon
116
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.1B
$155M 0.19%
2,586,212
+19,971
VGK icon
117
Vanguard FTSE Europe ETF
VGK
$27.4B
$151M 0.19%
1,948,455
-116,117
ACN icon
118
Accenture
ACN
$149B
$150M 0.19%
501,310
-103,483
SCHD icon
119
Schwab US Dividend Equity ETF
SCHD
$70B
$150M 0.19%
5,651,066
-17,946
LIN icon
120
Linde
LIN
$212B
$148M 0.19%
314,713
-3,850
AVEM icon
121
Avantis Emerging Markets Equity ETF
AVEM
$13.5B
$146M 0.18%
2,136,728
+301,341
DFIV icon
122
Dimensional International Value ETF
DFIV
$13.6B
$144M 0.18%
3,371,018
+30,774
ISRG icon
123
Intuitive Surgical
ISRG
$156B
$144M 0.18%
264,201
+56,958
AXP icon
124
American Express
AXP
$230B
$143M 0.18%
448,038
-4,221
SO icon
125
Southern Company
SO
$110B
$140M 0.18%
1,521,288
+38,895
3 4
5
6 7