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
$70B
AUM Growth
+$5.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,634
New
Increased
Reduced
Closed

Top Buys

1 +$58.2M
2 +$39M
3 +$37.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$35.2M
5
TFC icon
Truist Financial
TFC
+$34.5M

Top Sells

1 +$2.18B
2 +$73.3M
3 +$65.2M
4
LRCX icon
Lam Research
LRCX
+$62.8M
5
SN icon
SharkNinja
SN
+$51.4M

Sector Composition

1 Technology 13.57%
2 Financials 9.89%
3 Consumer Discretionary 6.39%
4 Healthcare 6.15%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$405K ﹤0.01%
+11,621
2552
$405K ﹤0.01%
+5,067
2553
$405K ﹤0.01%
4,096
2554
$405K ﹤0.01%
18,788
+1,775
2555
$404K ﹤0.01%
+16,286
2556
$403K ﹤0.01%
9,226
2557
$403K ﹤0.01%
6,256
+15
2558
$403K ﹤0.01%
2,451
+167
2559
$403K ﹤0.01%
79,952
+31,800
2560
$402K ﹤0.01%
3,428
+397
2561
$402K ﹤0.01%
40,096
-1,421
2562
$402K ﹤0.01%
11,958
-551
2563
$402K ﹤0.01%
12,587
-5,471
2564
$401K ﹤0.01%
24,102
-12,781
2565
$401K ﹤0.01%
49,165
+1,071
2566
$400K ﹤0.01%
17,244
-15,768
2567
$400K ﹤0.01%
5,913
+153
2568
$399K ﹤0.01%
23,790
-439
2569
$399K ﹤0.01%
22,500
2570
$399K ﹤0.01%
8,900
-1,575
2571
$399K ﹤0.01%
12,545
-1,345
2572
$399K ﹤0.01%
71,565
2573
$399K ﹤0.01%
4,714
+566
2574
$398K ﹤0.01%
13,922
2575
$398K ﹤0.01%
61,693
+5,240