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
201
$12.2M 0.11%
92,034
+4,674
202
$12.2M 0.11%
390,856
-24,358
203
$12.1M 0.11%
590,710
+64,248
204
$11.8M 0.11%
367,982
+331,871
205
$11.8M 0.11%
190,005
+3,013
206
$11.7M 0.1%
263,270
+39,523
207
$11.7M 0.1%
260,638
-104,651
208
$11.6M 0.1%
213,451
+16,720
209
$11.6M 0.1%
36,406
+15,714
210
$11.6M 0.1%
119,607
+47,165
211
$11.5M 0.1%
375,835
+14,742
212
$11.5M 0.1%
437,973
-24,084
213
$11.5M 0.1%
495,876
+44,431
214
$11.4M 0.1%
1,820,929
+160,107
215
$11.3M 0.1%
531,986
+17,004
216
$11.2M 0.1%
92,257
+2,168
217
– –
0
218
$11.1M 0.1%
134,888
+27,207
219
$11.1M 0.1%
334,936
-324
220
$11.1M 0.1%
618,236
-197,087
221
– –
0
222
$11.1M 0.1%
212,061
+28,598
223
$11.1M 0.1%
87,606
+3,746
224
$11.1M 0.1%
148,030
+23,107
225
$11M 0.1%
5,858
+42
7 8
9
10 11