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
1976
$43K ﹤0.01%
684
-34
1977
$42K ﹤0.01%
10,000
1978
$42K ﹤0.01%
12,600
+1,500
1979
$39K ﹤0.01%
23,000
-3,500
1980
$38K ﹤0.01%
674
1981
$38K ﹤0.01%
+13,520
1982
$32K ﹤0.01%
7
+2
1983
$31K ﹤0.01%
1,071
+300
1984
$29K ﹤0.01%
13,438
+4,000
1985
$29K ﹤0.01%
55
1986
$29K ﹤0.01%
250
1987
$28K ﹤0.01%
5,767
1988
$27K ﹤0.01%
1,000
1989
$25K ﹤0.01%
+4,000
1990
$24K ﹤0.01%
+15,015
1991
$24K ﹤0.01%
29,078
+15,000
1992
$23K ﹤0.01%
15,666
1993
$23K ﹤0.01%
2,178
1994
$21K ﹤0.01%
+835
1995
– –
0
1996
$19K ﹤0.01%
1,501
1997
$17K ﹤0.01%
600
1998
$17K ﹤0.01%
2
1999
$17K ﹤0.01%
1,250
2000
$17K ﹤0.01%
+10,521
78 79
80
81 82