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
$37.3B
AUM Growth
-$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,166
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$56.5M
3
+$52.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$44.3M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$43.4M

Top Sells

1
+$73.9M
2
+$60.6M
3
+$59.5M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$41.3M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$37M

Sector Composition

1 Technology 12.47%
2 Financials 11.31%
3 Healthcare 8.96%
4 Consumer Discretionary 6.43%
5 Consumer Staples 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.48B 3.98%
10,737,037
-53,436
2
$1.02B 2.74%
4,392,315
+57,464
3
$854M 2.29%
2,101
-3
4
$688M 1.84%
1,926,965
+29,817
5
$637M 1.71%
1,774,601
+115,995
6
$608M 1.63%
3,725,043
+102,650
7
$562M 1.51%
2,106,662
+114,183
8
$478M 1.28%
4,227,204
+88,230
9
$404M 1.08%
4,628,596
+78,826
10
$356M 0.95%
3,719,886
+33,646
11
$344M 0.92%
1,049,015
+39,868
12
$329M 0.88%
2,018,754
+22,182
13
$274M 0.73%
1,542,679
-55,433
14
$262M 0.7%
1,691,391
-478,142
15
$259M 0.69%
511,145
+8,056
16
$253M 0.68%
2,005,693
+24,892
17
$245M 0.66%
1,062,397
+12,223
18
$245M 0.66%
2,845,669
-15,407
19
$242M 0.65%
1,119,838
-68,165
20
$240M 0.64%
1,777,036
+61,794
21
$239M 0.64%
2,294,530
+162,545
22
$224M 0.6%
1,066,837
+14,729
23
$215M 0.58%
1,499,469
+112,829
24
$197M 0.53%
920,668
+53,679
25
$193M 0.52%
2,218,475
-31,417
1
2 3 4 5