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
101
$23.8M 0.21%
200,712
+19,209
102
$23.7M 0.21%
284,645
+13,563
103
$23.4M 0.21%
350,725
+101,852
104
$22.8M 0.2%
746,941
+25,897
105
$22.8M 0.2%
527,149
-33,373
106
$22.6M 0.2%
343,240
+25,022
107
$22.6M 0.2%
613,940
-16,899
108
$22.5M 0.2%
467,067
+186,834
109
$22.1M 0.2%
91,097
+21,482
110
$22.1M 0.2%
404,439
+116,702
111
$22M 0.2%
238,447
+21,768
112
$21.4M 0.19%
270,467
+54,956
113
$21.4M 0.19%
286,110
+1,680
114
$21.4M 0.19%
385,208
-3,758
115
$21.3M 0.19%
740,960
+35,742
116
$21.1M 0.19%
98,788
+15,988
117
$20.9M 0.19%
148,163
+48,763
118
$20.9M 0.19%
1,041,757
+61,051
119
$20.7M 0.18%
257,096
+35,432
120
$20.5M 0.18%
127,292
-11,695
121
$20.4M 0.18%
265,369
-347
122
$20M 0.18%
417,437
-103,226
123
$19.9M 0.18%
566,696
+65,316
124
$19.8M 0.18%
236,687
+17,934
125
$19.4M 0.17%
445,046
+26,850
3 4
5
6 7