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
1226
$675K 0.01%
21,102
-1,910
1227
$674K 0.01%
26,035
-683
1228
$674K 0.01%
54,614
-26,977
1229
$673K 0.01%
+26,248
1230
$672K 0.01%
16,100
+1,989
1231
$672K 0.01%
+6,676
1232
– –
0
1233
$668K 0.01%
11,312
+994
1234
$667K 0.01%
20,308
-2,055
1235
$665K 0.01%
19,237
-160
1236
$665K 0.01%
7,246
+320
1237
$662K 0.01%
5,915
+544
1238
$662K 0.01%
20,736
+203
1239
$662K 0.01%
+140,792
1240
$662K 0.01%
14,043
-2,844
1241
$657K 0.01%
19,128
+325
1242
$655K 0.01%
36,977
-2,025
1243
$655K 0.01%
21,288
1244
$653K 0.01%
16,912
+4,277
1245
$652K 0.01%
9,905
+4,235
1246
$651K 0.01%
10,515
-552
1247
$650K 0.01%
16,591
+955
1248
$650K 0.01%
26,741
-291
1249
$650K 0.01%
32,638
-1,424
1250
$649K 0.01%
20,628
+2,192
48 49
50
51 52