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
$88.1B
AUM Growth
+$8.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$112M
3
+$105M
4
AAPL icon
Apple
AAPL
+$80.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$75.6M

Top Sells

1
+$170M
2
+$102M
3
+$74.1M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$39.3M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$37M

Sector Composition

1 Technology 13.98%
2 Financials 9.7%
3 Consumer Discretionary 5.72%
4 Healthcare 4.98%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DES icon
1326
WisdomTree US SmallCap Dividend Fund
DES
$1.88B
$3.45M ﹤0.01%
102,338
-12,323
ZBH icon
1327
Zimmer Biomet
ZBH
$18.1B
$3.44M ﹤0.01%
34,958
-15,738
DRI icon
1328
Darden Restaurants
DRI
$21.6B
$3.44M ﹤0.01%
18,063
-736
EXLS icon
1329
EXL Service
EXLS
$6.66B
$3.43M ﹤0.01%
77,919
+10,087
LYG icon
1330
Lloyds Banking Group
LYG
$75.4B
$3.43M ﹤0.01%
755,405
+70,748
TRMB icon
1331
Trimble
TRMB
$19.1B
$3.43M ﹤0.01%
41,993
+2,149
KEY icon
1332
KeyCorp
KEY
$22.4B
$3.43M ﹤0.01%
183,375
+13,494
FIW icon
1333
First Trust Water ETF
FIW
$1.91B
$3.43M ﹤0.01%
30,490
+4,236
RDIV icon
1334
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$861M
$3.4M ﹤0.01%
65,196
-9,754
CCEP icon
1335
Coca-Cola Europacific Partners
CCEP
$41.4B
$3.4M ﹤0.01%
37,568
+390
PAAS icon
1336
Pan American Silver
PAAS
$20.8B
$3.39M ﹤0.01%
87,407
+44,514
CRS icon
1337
Carpenter Technology
CRS
$15.9B
$3.38M ﹤0.01%
13,753
-3,501
BJUN icon
1338
Innovator US Equity Buffer ETF June
BJUN
$136M
$3.38M ﹤0.01%
73,922
+2,855
FBT icon
1339
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.33B
$3.38M ﹤0.01%
18,827
+552
NCLH icon
1340
Norwegian Cruise Line
NCLH
$9.93B
$3.37M ﹤0.01%
136,970
+9,441
ALB icon
1341
Albemarle
ALB
$15.4B
$3.37M ﹤0.01%
41,596
+10,845
CRTO icon
1342
Criteo
CRTO
$1.05B
$3.37M ﹤0.01%
149,105
-949
BOAT icon
1343
SonicShares Global Shipping ETF
BOAT
$43.6M
$3.35M ﹤0.01%
+108,010
DTM icon
1344
DT Midstream
DTM
$12.1B
$3.34M ﹤0.01%
29,525
+1,802
CDW icon
1345
CDW
CDW
$19B
$3.33M ﹤0.01%
20,886
-816
GSEW icon
1346
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.47B
$3.32M ﹤0.01%
39,078
-1,508
PSTG icon
1347
Pure Storage
PSTG
$22.8B
$3.32M ﹤0.01%
39,642
+3,815
FRT icon
1348
Federal Realty Investment Trust
FRT
$8.68B
$3.32M ﹤0.01%
32,783
+161
HECA
1349
Hedgeye Capital Allocation ETF
HECA
$133M
$3.32M ﹤0.01%
+121,485
CMA icon
1350
Comerica
CMA
$11.2B
$3.32M ﹤0.01%
48,439
-1,050
52 53
54
55 56