HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $79.8B
1-Year Return 17.44%
This Quarter Return
+14.27%
1 Year Return
+17.44%
3 Year Return
+65.6%
5 Year Return
+120.67%
10 Year Return
+243.37%
AUM
$24B
AUM Growth
+$3.29B
Cap. Flow
+$976M
Cap. Flow %
4.07%
Top 10 Hldgs %
21.51%
Holding
2,755
New
426
Increased
1,244
Reduced
597
Closed
366

Sector Composition

1 Technology 16.44%
2 Financials 12.12%
3 Healthcare 8.51%
4 Consumer Discretionary 7.09%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
KGC icon
2701
Kinross Gold
KGC
$26.2B
-10,497
Closed -$93K
KLIC icon
2702
Kulicke & Soffa
KLIC
$1.97B
-25,696
Closed -$578K
KOD icon
2703
Kodiak Sciences
KOD
$452M
-17,386
Closed -$1.03M
KRRO icon
2704
Korro Bio
KRRO
$264M
-641
Closed -$615K
LBRDA icon
2705
Liberty Broadband Class A
LBRDA
$8.5B
-1,608
Closed -$216K
LUMN icon
2706
Lumen
LUMN
$5.1B
-469,627
Closed -$4.74M
MAXN icon
2707
Maxeon Solar Technologies
MAXN
$62M
-102
Closed -$162K
MERC icon
2708
Mercer International
MERC
$214M
-109,210
Closed -$707K
MGC icon
2709
Vanguard Mega Cap 300 Index ETF
MGC
$7.73B
-21,372
Closed -$2.56M
MGK icon
2710
Vanguard Mega Cap Growth ETF
MGK
$29.2B
-175,556
Closed -$32.5M
MGV icon
2711
Vanguard Mega Cap Value ETF
MGV
$9.85B
-327,401
Closed -$25.1M
MLKN icon
2712
MillerKnoll
MLKN
$1.45B
-10,171
Closed -$306K
MMU
2713
Western Asset Managed Municipals Fund
MMU
$543M
-296,153
Closed -$3.61M
MOAT icon
2714
VanEck Morningstar Wide Moat ETF
MOAT
$12.7B
-67,362
Closed -$3.68M
MOO icon
2715
VanEck Agribusiness ETF
MOO
$621M
-12,797
Closed -$864K
MTH icon
2716
Meritage Homes
MTH
$5.8B
-12,422
Closed -$685K
MTLS
2717
Materialise
MTLS
$294M
-6,996
Closed -$258K
MYY icon
2718
ProShares Short MidCap400
MYY
$3.46M
-5,916
Closed -$220K
NAII icon
2719
Natural Alternatives International
NAII
$23.5M
-10,000
Closed -$76K
NAK
2720
Northern Dynasty Minerals
NAK
$471M
-15,339
Closed -$15K
NMZ icon
2721
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.16B
-15,338
Closed -$207K
NOV icon
2722
NOV
NOV
$4.96B
-58,490
Closed -$532K
NUGT icon
2723
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$803M
-2,444
Closed -$206K
NUWE icon
2724
Nuwellis
NUWE
$4.41M
0
-$6K
OUNZ icon
2725
VanEck Merk Gold Trust
OUNZ
$1.9B
-303,445
Closed -$5.59M