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
2051
– –
-313,227
2052
– –
-8,935
2053
– –
-28,497
2054
– –
-29,911
2055
– –
-1,736
2056
– –
-180,186
2057
– –
-5,845
2058
– –
-129,431
2059
– –
-5,535
2060
– –
-13,152
2061
– –
-108,171
2062
– –
-2,285
2063
– –
-10,449
2064
– –
-6,017
2065
– –
-20,266
2066
– –
-13,297
2067
– –
-5,965
2068
– –
-25,720
2069
– –
-11,215
2070
– –
-1,800
2071
– –
-23,861
2072
– –
-15,431
2073
– –
-9,315
2074
– –
-61,158
2075
– –
-8,000
81 82
83
84 85