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
2676
$261K ﹤0.01%
12,728
2677
$260K ﹤0.01%
+2,506
2678
$260K ﹤0.01%
9,908
+811
2679
$260K ﹤0.01%
1,442
-7
2680
$260K ﹤0.01%
2,849
2681
$260K ﹤0.01%
15,916
-3,001
2682
$259K ﹤0.01%
15,434
-1,921
2683
$259K ﹤0.01%
15,240
+176
2684
$258K ﹤0.01%
4,576
-1,134
2685
$258K ﹤0.01%
72,517
+38,160
2686
$258K ﹤0.01%
+2,629
2687
$258K ﹤0.01%
9,735
+113
2688
$258K ﹤0.01%
+3,058
2689
$257K ﹤0.01%
4,598
2690
$257K ﹤0.01%
6,309
+484
2691
$257K ﹤0.01%
17,792
-2,018
2692
$257K ﹤0.01%
2,773
+889
2693
$256K ﹤0.01%
5,434
+335
2694
$256K ﹤0.01%
6,119
-4,181
2695
$255K ﹤0.01%
3,150
2696
$255K ﹤0.01%
+4,489
2697
$255K ﹤0.01%
4,253
+15
2698
$255K ﹤0.01%
3,713
-295
2699
$255K ﹤0.01%
4,147
-114
2700
$254K ﹤0.01%
2,839
-13,775
106 107
108
109 110