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
2626
$279K ﹤0.01%
5,989
-5,947
2627
$279K ﹤0.01%
+7,422
2628
$279K ﹤0.01%
1,762
-97
2629
$279K ﹤0.01%
19,280
-3,836
2630
$278K ﹤0.01%
+1,686
2631
$277K ﹤0.01%
21,123
+7,079
2632
$277K ﹤0.01%
6,843
+175
2633
$276K ﹤0.01%
36,145
-8,941
2634
$276K ﹤0.01%
12,792
-2,598
2635
$275K ﹤0.01%
14,646
+4,635
2636
$275K ﹤0.01%
+2,060
2637
$275K ﹤0.01%
4,567
+1,675
2638
$275K ﹤0.01%
11,443
-2,643
2639
$275K ﹤0.01%
16,982
2640
$274K ﹤0.01%
11,281
+2,146
2641
$274K ﹤0.01%
29,282
-327
2642
$273K ﹤0.01%
15,982
+314
2643
$273K ﹤0.01%
+5,634
2644
$272K ﹤0.01%
3,617
+519
2645
$272K ﹤0.01%
4,449
-576
2646
$272K ﹤0.01%
20,477
+2,757
2647
$271K ﹤0.01%
9,906
2648
$270K ﹤0.01%
10,059
2649
$270K ﹤0.01%
9,443
2650
$270K ﹤0.01%
20,510
+1,145
104 105
106
107 108