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
2026
– –
-48,050
2027
– –
-48,000
2028
– –
-32,181
2029
– –
-22,086
2030
– –
-43,995
2031
– –
-1,373
2032
– –
-177,785
2033
– –
-9,043
2034
– –
-10,000
2035
– –
-4,025
2036
– –
-6,584
2037
– –
-5,049
2038
– –
-57,260
2039
– –
-6,907
2040
– –
-4,849
2041
– –
-261,521
2042
– –
-15,471
2043
– –
-4
2044
– –
-4,467
2045
– –
-192,820
2046
– –
-8,901
2047
– –
-8,621
2048
– –
-40,220
2049
– –
-6,020
2050
– –
-48,887
80 81
82
83 84