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
$31.7B
AUM Growth
+$7.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,022
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$305M
3
+$243M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$227M
5
DIS icon
Walt Disney
DIS
+$219M

Top Sells

1
+$46.4M
2
+$32.2M
3
+$29.3M
4
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$27M
5
USB icon
US Bancorp
USB
+$26.7M

Sector Composition

1 Technology 13.23%
2 Financials 12.04%
3 Healthcare 7.35%
4 Consumer Discretionary 6.16%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$32.4M 0.1%
+175,037
202
$32.3M 0.1%
445,206
+37,805
203
$32.3M 0.1%
238,335
+128,382
204
$32.2M 0.1%
157,586
+2,618
205
$32M 0.1%
739,435
-8,638
206
$32M 0.1%
841,057
+46,377
207
$31.9M 0.1%
1,965,056
+65,808
208
$31.8M 0.1%
118,240
-6,073
209
$31.6M 0.1%
198,138
+3,671
210
$31.5M 0.1%
476,252
+39,082
211
$31.3M 0.1%
454,372
+15,251
212
$31.2M 0.1%
406,464
-106,977
213
$31M 0.1%
+175,451
214
– –
0
215
$30.8M 0.1%
169,753
+12,800
216
$30.7M 0.1%
135,213
+20,266
217
$30.5M 0.1%
621,615
-597,744
218
$30.5M 0.1%
124,182
+4,350
219
$30.5M 0.1%
665,811
-24,082
220
$30.4M 0.1%
334,329
+50,384
221
– –
0
222
$30.2M 0.1%
307,375
+60,748
223
$29.9M 0.09%
878,036
+58,125
224
$29.4M 0.09%
609,631
+42,377
225
$29.1M 0.09%
1,285,729
+315,722
7 8
9
10 11