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
151
$16.7M 0.15%
132,928
+4,056
152
$16.6M 0.15%
277,982
+33,750
153
$16.5M 0.15%
334,466
-22,650
154
$16.4M 0.15%
221,500
-60,482
155
$16M 0.14%
287,253
+5,289
156
$15.9M 0.14%
267,179
+11,001
157
$15.4M 0.14%
113,734
+44,611
158
$15.4M 0.14%
371,115
+41,556
159
$15.3M 0.14%
184,879
+60,550
160
$15.3M 0.14%
172,089
+22,337
161
$15.2M 0.14%
128,182
-236
162
$15M 0.13%
1,216,880
+36,696
163
$15M 0.13%
281,718
+8,653
164
$14.9M 0.13%
145,745
-99,297
165
$14.7M 0.13%
237,442
+20,543
166
$14.6M 0.13%
145,708
+4,456
167
$14.6M 0.13%
218,933
-3,693
168
$14.4M 0.13%
34,120
+6,737
169
$14.4M 0.13%
316,732
+66,625
170
$14.3M 0.13%
182,522
+10,829
171
$14.2M 0.13%
232,955
+30,345
172
$14M 0.12%
123,675
-1,559
173
$13.9M 0.12%
99,873
+13,199
174
$13.8M 0.12%
530,015
+46,369
175
$13.7M 0.12%
1,228,553
-50,396
5 6
7
8 9