HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$53.2B
AUM Growth
+$2.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,543
New
Increased
Reduced
Closed

Top Buys

1
+$403M
2
+$197M
3
+$181M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$139M
5
AAPL icon
Apple
AAPL
+$107M

Top Sells

1
+$43M
2
+$39M
3
+$38.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$37.2M
5
KDK
Kodiak AI
KDK
+$33.6M

Sector Composition

1 Technology 13.35%
2 Financials 10.49%
3 Healthcare 7.52%
4 Consumer Discretionary 6.41%
5 Industrials 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$319K ﹤0.01%
16,037
+721
2527
$318K ﹤0.01%
26,592
+1,076
2528
$318K ﹤0.01%
11,789
-100
2529
$317K ﹤0.01%
2,380
+453
2530
$317K ﹤0.01%
35,566
+22,159
2531
$316K ﹤0.01%
191,549
+43,151
2532
$316K ﹤0.01%
5,585
+128
2533
$316K ﹤0.01%
9,460
-553
2534
$315K ﹤0.01%
7,879
+49
2535
$314K ﹤0.01%
114,704
2536
$314K ﹤0.01%
6,943
+1,432
2537
$313K ﹤0.01%
+10,580
2538
$312K ﹤0.01%
30,704
-447
2539
$312K ﹤0.01%
+13,146
2540
$312K ﹤0.01%
19,207
+4,823
2541
$312K ﹤0.01%
10,539
2542
$312K ﹤0.01%
10,294
+3,273
2543
$311K ﹤0.01%
+13,265
2544
$311K ﹤0.01%
11,328
-15,979
2545
$310K ﹤0.01%
3,833
-4,355
2546
$310K ﹤0.01%
+27,539
2547
$310K ﹤0.01%
39,654
-5,208
2548
$309K ﹤0.01%
11,913
-18,660
2549
$306K ﹤0.01%
34,906
2550
$306K ﹤0.01%
2,523
+466
100 101
102
103 104