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
1726
$250K ﹤0.01%
8,232
-217
1727
$250K ﹤0.01%
4,513
-789
1728
$250K ﹤0.01%
+4,864
1729
$248K ﹤0.01%
11,677
-56
1730
$248K ﹤0.01%
8,309
+39
1731
$248K ﹤0.01%
18,960
-434
1732
$247K ﹤0.01%
8,589
-624
1733
$247K ﹤0.01%
+6,096
1734
$247K ﹤0.01%
5,749
+1
1735
$245K ﹤0.01%
7,480
-9,401
1736
$245K ﹤0.01%
+148,557
1737
$245K ﹤0.01%
9,226
+122
1738
$244K ﹤0.01%
11,107
-66,993
1739
$244K ﹤0.01%
+8,572
1740
$244K ﹤0.01%
15,560
1741
$244K ﹤0.01%
14,401
+673
1742
$243K ﹤0.01%
8,606
-3,962
1743
$242K ﹤0.01%
9,233
-1,602
1744
$241K ﹤0.01%
+2,803
1745
$241K ﹤0.01%
15,990
+1,844
1746
$241K ﹤0.01%
+4,946
1747
$241K ﹤0.01%
6,936
+363
1748
$241K ﹤0.01%
10,444
+444
1749
$241K ﹤0.01%
1,070
-199
1750
$240K ﹤0.01%
23,945
+1,562
68 69
70
71 72