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
2001
$16K ﹤0.01%
797
2002
$15K ﹤0.01%
68
2003
$14K ﹤0.01%
110
2004
$13K ﹤0.01%
+1,429
2005
$13K ﹤0.01%
833
2006
$11K ﹤0.01%
1,604
+275
2007
$10K ﹤0.01%
85
2008
$9K ﹤0.01%
+2,100
2009
$9K ﹤0.01%
15,350
2010
$7K ﹤0.01%
1,081
+1
2011
$7K ﹤0.01%
710
2012
$5K ﹤0.01%
480
2013
– –
0
2014
$2K ﹤0.01%
+60
2015
– –
-8,984
2016
– –
-21,309
2017
– –
-11,466
2018
– –
-1,370
2019
– –
-10,914
2020
– –
-10,856
2021
– –
-29,940
2022
– –
-191,447
2023
– –
-29,900
2024
– –
-36,109
2025
– –
-11,614
79 80
81
82 83