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
$11.7B
AUM Growth
+$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,285
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$28.4M
3
+$16.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.9M
5
SCL icon
Stepan Co
SCL
+$15.6M

Top Sells

1
+$31.4M
2
+$25.3M
3
+$21.3M
4
GE icon
GE Aerospace
GE
+$20.9M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$17.2M

Sector Composition

1 Technology 9.81%
2 Financials 9.67%
3 Healthcare 9.58%
4 Industrials 7.72%
5 Consumer Staples 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$76K ﹤0.01%
+10,250
2002
$75K ﹤0.01%
12,500
2003
$75K ﹤0.01%
2,143
-195
2004
$75K ﹤0.01%
+760
2005
$75K ﹤0.01%
2,010
+10
2006
$72K ﹤0.01%
+19,060
2007
$70K ﹤0.01%
15,890
2008
$69K ﹤0.01%
20,346
-2,000
2009
$67K ﹤0.01%
+67,203
2010
$64K ﹤0.01%
1,140
+305
2011
$64K ﹤0.01%
8,248
-650
2012
$60K ﹤0.01%
+13,223
2013
$60K ﹤0.01%
14,765
2014
$58K ﹤0.01%
+13,715
2015
$55K ﹤0.01%
1,503
2016
$55K ﹤0.01%
11,203
-486
2017
$55K ﹤0.01%
13,520
2018
$52K ﹤0.01%
12,000
2019
$51K ﹤0.01%
250
2020
$50K ﹤0.01%
1,625
2021
$49K ﹤0.01%
2,217
2022
$48K ﹤0.01%
10,000
2023
$46K ﹤0.01%
12,287
-196
2024
$45K ﹤0.01%
16,556
2025
$44K ﹤0.01%
5
-2
79 80
81
82 83