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
$88.1B
AUM Growth
+$8.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$112M
3
+$105M
4
AAPL icon
Apple
AAPL
+$80.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$75.6M

Top Sells

1
+$170M
2
+$102M
3
+$74.1M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$39.3M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$37M

Sector Composition

1 Technology 13.98%
2 Financials 9.7%
3 Consumer Discretionary 5.72%
4 Healthcare 4.98%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPUS icon
2676
JPMorgan Diversified Return US Equity ETF
JPUS
$392M
$464K ﹤0.01%
3,742
+208
EYPT icon
2677
EyePoint, Inc. Common Stock
EYPT
$1.38B
$464K ﹤0.01%
32,567
FMS icon
2678
Fresenius Medical Care
FMS
$13.7B
$463K ﹤0.01%
17,590
+950
QWLD icon
2679
SPDR MSCI World StrategicFactors ETF
QWLD
$173M
$463K ﹤0.01%
3,293
-2
SKY icon
2680
Champion Homes
SKY
$4.81B
$462K ﹤0.01%
6,053
+460
COPX icon
2681
Global X Copper Miners ETF NEW
COPX
$4.04B
$460K ﹤0.01%
7,685
+939
LBRDA icon
2682
Liberty Broadband Class A
LBRDA
$6.95B
$457K ﹤0.01%
7,213
-170
BF.A icon
2683
Brown-Forman Class A
BF.A
$13.2B
$456K ﹤0.01%
16,933
+106
ANIP icon
2684
ANI Pharmaceuticals
ANIP
$1.85B
$455K ﹤0.01%
+4,969
CECO icon
2685
Ceco Environmental
CECO
$2.02B
$454K ﹤0.01%
8,864
DRS icon
2686
Leonardo DRS
DRS
$8.66B
$453K ﹤0.01%
9,984
+2,835
TTGT icon
2687
TechTarget
TTGT
$383M
$451K ﹤0.01%
77,659
-971,744
ONTO icon
2688
Onto Innovation
ONTO
$7.33B
$448K ﹤0.01%
3,466
-5,874
VSEC icon
2689
VSE Corp
VSEC
$3.78B
$448K ﹤0.01%
2,690
+305
HMY icon
2690
Harmony Gold Mining
HMY
$12.9B
$447K ﹤0.01%
24,631
+11,075
AVNT icon
2691
Avient
AVNT
$2.82B
$447K ﹤0.01%
13,561
-13
FYBR icon
2692
Frontier Communications
FYBR
$9.55B
$447K ﹤0.01%
11,957
+2,747
TRMK icon
2693
Trustmark
TRMK
$2.45B
$445K ﹤0.01%
11,248
-3,072
QS icon
2694
QuantumScape
QS
$6.46B
$444K ﹤0.01%
36,023
+6,036
OII icon
2695
Oceaneering
OII
$2.4B
$442K ﹤0.01%
17,845
+1,285
HP icon
2696
Helmerich & Payne
HP
$2.76B
$440K ﹤0.01%
19,932
+1,165
FIBK icon
2697
First Interstate BancSystem
FIBK
$3.66B
$440K ﹤0.01%
13,802
+252
NMIH icon
2698
NMI Holdings
NMIH
$3.11B
$440K ﹤0.01%
+11,468
EMO
2699
ClearBridge Energy Midstream Opportunity Fund
EMO
$819M
$440K ﹤0.01%
9,784
+9
RVTY icon
2700
Revvity
RVTY
$11B
$439K ﹤0.01%
5,012
-423
106 107
108
109 110