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
2551
$306K ﹤0.01%
5,231
+936
2552
$306K ﹤0.01%
24,934
-1,401
2553
$306K ﹤0.01%
2,621
-2,516
2554
$305K ﹤0.01%
+8,408
2555
$305K ﹤0.01%
2,117
+24
2556
$305K ﹤0.01%
13,513
+101
2557
$304K ﹤0.01%
8,655
2558
$304K ﹤0.01%
9,937
+249
2559
$303K ﹤0.01%
12,300
-197
2560
$303K ﹤0.01%
+5,600
2561
$302K ﹤0.01%
9,183
+809
2562
$302K ﹤0.01%
11,716
-4,436
2563
$301K ﹤0.01%
3,857
+707
2564
$301K ﹤0.01%
8,207
+803
2565
$300K ﹤0.01%
+10,388
2566
$299K ﹤0.01%
6,248
+372
2567
$299K ﹤0.01%
50,000
-20,000
2568
$299K ﹤0.01%
8,146
+610
2569
$298K ﹤0.01%
9,499
+1,591
2570
$298K ﹤0.01%
20,659
+5,386
2571
$298K ﹤0.01%
23,795
+12
2572
$298K ﹤0.01%
7,305
-4,309
2573
$298K ﹤0.01%
+13,023
2574
$298K ﹤0.01%
40,206
+1,000
2575
$298K ﹤0.01%
6,939
+2,130
101 102
103
104 105