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
2101
– –
-35,363
2102
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-7,515
2103
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-19,738
2104
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-15,132
2105
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-2,184
2106
– –
-119,721
2107
– –
-14,260
2108
– –
-9,532
2109
– –
-3,845
2110
– –
-1,132,309
2111
– –
-9,897
2112
– –
-8,542
2113
– –
-16,454
2114
– –
-5,832
2115
– –
-8,601
2116
– –
-12,912
2117
– –
-5,781
2118
– –
-35,582
2119
– –
-4,752
2120
– –
-2,107
2121
– –
-11,300
2122
– –
-166,854
2123
– –
-6,647
2124
– –
-11,279
2125
– –
-54,007
83 84
85
86 87