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
1501
$377K ﹤0.01%
18,942
-4,726
1502
$376K ﹤0.01%
13,689
-20,528
1503
$375K ﹤0.01%
+7,040
1504
$375K ﹤0.01%
18,512
+636
1505
$374K ﹤0.01%
14,879
-5,000
1506
$373K ﹤0.01%
+17,505
1507
$372K ﹤0.01%
14,430
-293
1508
$371K ﹤0.01%
5,936
+1,395
1509
$370K ﹤0.01%
+29,119
1510
$368K ﹤0.01%
+740
1511
$368K ﹤0.01%
6,014
-5,823
1512
$367K ﹤0.01%
4,884
-1,625
1513
$367K ﹤0.01%
+3,929
1514
$366K ﹤0.01%
5,820
-4,223
1515
$366K ﹤0.01%
5,820
+220
1516
$364K ﹤0.01%
7,369
-1,442
1517
$364K ﹤0.01%
10,774
+3,345
1518
$363K ﹤0.01%
+9,628
1519
$363K ﹤0.01%
25,607
+9,522
1520
$363K ﹤0.01%
9,395
-7,642
1521
$363K ﹤0.01%
+5,891
1522
$361K ﹤0.01%
+34,698
1523
$361K ﹤0.01%
8,108
-163
1524
$361K ﹤0.01%
2,987
-13,070
1525
$359K ﹤0.01%
+23,675
59 60
61
62 63