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
SPDW icon
126
SPDR Portfolio Developed World ex-US ETF
SPDW
$33B
$154M 0.17%
3,599,030
+968,645
EFA icon
127
iShares MSCI EAFE ETF
EFA
$69.5B
$153M 0.17%
1,641,240
+126,810
PM icon
128
Philip Morris
PM
$234B
$152M 0.17%
939,147
-119,961
AZO icon
129
AutoZone
AZO
$56.8B
$147M 0.17%
34,355
-1,658
IWM icon
130
iShares Russell 2000 ETF
IWM
$73B
$147M 0.17%
606,392
+61,173
IXUS icon
131
iShares Core MSCI Total International Stock ETF
IXUS
$51.4B
$147M 0.17%
1,775,432
+22,369
LRCX icon
132
Lam Research
LRCX
$207B
$146M 0.17%
1,089,194
+12,619
JCPB icon
133
JPMorgan Core Plus Bond ETF
JCPB
$8.9B
$146M 0.17%
3,064,940
+188,695
SO icon
134
Southern Company
SO
$93.1B
$146M 0.17%
1,535,754
+14,466
LIN icon
135
Linde
LIN
$182B
$146M 0.17%
306,353
-8,360
PANW icon
136
Palo Alto Networks
PANW
$134B
$145M 0.16%
712,780
+75,026
MDY icon
137
SPDR S&P MidCap 400 ETF Trust
MDY
$23.8B
$142M 0.16%
237,914
+13,231
ITOT icon
138
iShares Core S&P Total US Stock Market ETF
ITOT
$80.7B
$140M 0.16%
959,785
-35,523
MDT icon
139
Medtronic
MDT
$129B
$139M 0.16%
1,460,604
-28,958
GE icon
140
GE Aerospace
GE
$298B
$138M 0.16%
460,373
+1,611
SPYV icon
141
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.3B
$138M 0.16%
2,487,616
+94,820
IVE icon
142
iShares S&P 500 Value ETF
IVE
$47.6B
$135M 0.15%
654,568
+41,593
MKL icon
143
Markel Group
MKL
$26.1B
$131M 0.15%
68,593
-465
BA icon
144
Boeing
BA
$151B
$130M 0.15%
600,237
+53,028
VTIP icon
145
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.1B
$129M 0.15%
2,557,143
+143,222
AVUV icon
146
Avantis US Small Cap Value ETF
AVUV
$20B
$127M 0.14%
1,276,732
+10,052
GIS icon
147
General Mills
GIS
$24.4B
$127M 0.14%
2,514,013
+73,607
XLF icon
148
State Street Financial Select Sector SPDR ETF
XLF
$52.1B
$126M 0.14%
2,335,856
+37,300
UNP icon
149
Union Pacific
UNP
$138B
$125M 0.14%
527,826
-21,493
VTEB icon
150
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.8B
$123M 0.14%
2,455,649
+162,515
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