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
2601
$289K ﹤0.01%
13,792
-2,086
2602
$289K ﹤0.01%
11,670
-450
2603
$288K ﹤0.01%
+6,165
2604
$287K ﹤0.01%
32,684
-2,094
2605
$287K ﹤0.01%
+3,744
2606
$286K ﹤0.01%
7,410
+33
2607
$286K ﹤0.01%
+4,047
2608
$286K ﹤0.01%
27,694
+1,341
2609
$285K ﹤0.01%
3,259
-1,177
2610
$285K ﹤0.01%
119,741
2611
$285K ﹤0.01%
+5,015
2612
$284K ﹤0.01%
9,195
-2,265
2613
$283K ﹤0.01%
36,960
+6,986
2614
$283K ﹤0.01%
+19,031
2615
$283K ﹤0.01%
3,613
-84
2616
$282K ﹤0.01%
3,256
-2,168
2617
$282K ﹤0.01%
36,959
-10,489
2618
$282K ﹤0.01%
48,527
-2,722
2619
$282K ﹤0.01%
7,980
+1,354
2620
$281K ﹤0.01%
2,989
-1,851
2621
$281K ﹤0.01%
11,092
2622
$280K ﹤0.01%
6,701
-1,324
2623
$280K ﹤0.01%
6,268
+155
2624
$279K ﹤0.01%
+11,992
2625
$279K ﹤0.01%
254,218
103 104
105
106 107