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
2076
– –
-74,314
2077
– –
-867
2078
– –
-70,942
2079
– –
-19,187
2080
– –
-13,604
2081
– –
-3,382
2082
– –
-2,989
2083
– –
-1,957
2084
– –
-32,912
2085
– –
-5,839
2086
– –
-1,715
2087
– –
-22,785
2088
– –
-3,455
2089
– –
-28,869
2090
– –
-41,684
2091
– –
-89,904
2092
– –
-5,574
2093
– –
-2,366
2094
– –
-6,600
2095
– –
-11,238
2096
– –
-3,088
2097
– –
-110,223
2098
– –
-56,105
2099
– –
-13,267
2100
– –
-39,217
82 83
84
85 86