HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $79.8B
1-Year Est. Return 17.44%
This Quarter Est. Return
1 Year Est. Return
+17.44%
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
1
$285M 2.55%
7,921,584
+33,824
2
$237M 2.12%
979,257
-45,623
3
$191M 1.71%
2,766,686
-70,554
4
$164M 1.47%
1,242,323
+45,090
5
$139M 1.24%
4,869,262
+271,673
6
$132M 1.18%
1,640,979
+86,597
7
$112M 1%
864,728
+67,049
8
$111M 0.99%
655,372
+33,840
9
$111M 0.99%
928,921
-70,993
10
$105M 0.94%
1,200,134
+44,057
11
$101M 0.91%
1,660,226
+23,279
12
$101M 0.9%
1,087,611
-13,007
13
$86.3M 0.77%
780,722
-18,781
14
$85.6M 0.77%
1,917,530
+61,722
15
$76.3M 0.68%
2,394,357
-160,103
16
$75.7M 0.68%
817,427
+21,112
17
$75.3M 0.67%
490,661
+6,981
18
$74.3M 0.66%
642,240
+28,230
19
$70.9M 0.63%
609,255
-60,608
20
$68M 0.61%
343,047
+7,406
21
$66.4M 0.59%
1,482,773
+50,396
22
$66.4M 0.59%
439,187
+46,710
23
$65.5M 0.59%
880,935
-1,632
24
$65.5M 0.59%
524,570
+165
25
$64.9M 0.58%
1,924,180
+84,216
1
2 3 4 5