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
1601
$308K ﹤0.01%
6,132
+285
1602
$307K ﹤0.01%
3,220
+1,917
1603
$306K ﹤0.01%
4,556
+671
1604
$306K ﹤0.01%
32,652
+1,693
1605
$306K ﹤0.01%
9,940
+1,031
1606
$305K ﹤0.01%
13,651
+5
1607
$305K ﹤0.01%
8,233
+246
1608
$304K ﹤0.01%
+8,554
1609
$303K ﹤0.01%
4,905
+749
1610
$302K ﹤0.01%
66,411
+5,002
1611
$302K ﹤0.01%
17,100
1612
$301K ﹤0.01%
6,105
-1,388
1613
$301K ﹤0.01%
+16,437
1614
$301K ﹤0.01%
+11,430
1615
$301K ﹤0.01%
5,727
-148
1616
$301K ﹤0.01%
13,211
-4,516
1617
$301K ﹤0.01%
10,173
-1,561
1618
$300K ﹤0.01%
+11,892
1619
$300K ﹤0.01%
9,745
-376
1620
$300K ﹤0.01%
+3,654
1621
$300K ﹤0.01%
8,730
+851
1622
$300K ﹤0.01%
322
-86
1623
$300K ﹤0.01%
9,758
+275
1624
$299K ﹤0.01%
+7,980
1625
$299K ﹤0.01%
10,889
63 64
65
66 67