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
1701
$261K ﹤0.01%
10,510
+856
1702
$261K ﹤0.01%
+133,920
1703
$261K ﹤0.01%
19,753
+329
1704
$261K ﹤0.01%
10,100
1705
$260K ﹤0.01%
3,314
-592
1706
$259K ﹤0.01%
29,405
-10,000
1707
$259K ﹤0.01%
9,084
-3,560
1708
$259K ﹤0.01%
+2,945
1709
$258K ﹤0.01%
6,754
+941
1710
$258K ﹤0.01%
+8,629
1711
$257K ﹤0.01%
19,018
1712
$257K ﹤0.01%
+1,754
1713
$257K ﹤0.01%
7,475
-245
1714
$256K ﹤0.01%
27,216
-14,544
1715
$256K ﹤0.01%
4,909
-22,517
1716
$256K ﹤0.01%
316,078
+71,000
1717
$255K ﹤0.01%
27,050
-1,200
1718
$254K ﹤0.01%
13,378
-329
1719
$254K ﹤0.01%
+6,360
1720
$253K ﹤0.01%
2,402
+4
1721
$253K ﹤0.01%
7,592
-300
1722
$252K ﹤0.01%
4,400
1723
$252K ﹤0.01%
+2,851
1724
$252K ﹤0.01%
+4,120
1725
$252K ﹤0.01%
59,583
-140,860
67 68
69
70 71