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
2026
$44K ﹤0.01%
13,100
+500
2027
$43K ﹤0.01%
27
2028
$43K ﹤0.01%
31,227
+16,212
2029
$42K ﹤0.01%
684
2030
$42K ﹤0.01%
+16,237
2031
$38K ﹤0.01%
+24
2032
$36K ﹤0.01%
+10,685
2033
$35K ﹤0.01%
13,438
2034
– –
0
2035
$34K ﹤0.01%
+21,221
2036
$33K ﹤0.01%
1,673
2037
$32K ﹤0.01%
674
2038
$31K ﹤0.01%
8,406
2039
$30K ﹤0.01%
5,767
2040
$29K ﹤0.01%
56
-35
2041
$25K ﹤0.01%
169
+84
2042
$25K ﹤0.01%
1,000
2043
$24K ﹤0.01%
1,071
2044
– –
0
2045
$24K ﹤0.01%
17,800
-5,200
2046
$21K ﹤0.01%
1,517
+16
2047
$19K ﹤0.01%
15,666
2048
$19K ﹤0.01%
2,531
+1,821
2049
$18K ﹤0.01%
354
-557
2050
$17K ﹤0.01%
68
80 81
82
83 84