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
251
$41.2M 0.08%
+2,579,819
252
$41.1M 0.08%
1,774,138
-36,174
253
$41.1M 0.08%
954,038
+65,478
254
$41.1M 0.08%
171,052
+166
255
$40.9M 0.08%
1,345,667
+338
256
$40.8M 0.08%
559,247
+1,942
257
$40.7M 0.08%
347,178
-10,142
258
$40.5M 0.08%
829,268
+61,286
259
$40M 0.08%
578,303
+9,123
260
$39.9M 0.07%
438,179
+53,239
261
$39.3M 0.07%
100,723
+6,851
262
$39.1M 0.07%
946,726
+14,409
263
$39.1M 0.07%
1,273,588
+19,109
264
$39M 0.07%
379,067
+13,728
265
$38.6M 0.07%
2,560,830
-522,686
266
$38.6M 0.07%
436,617
+19,531
267
$38.6M 0.07%
971,964
-6,459
268
$38.5M 0.07%
254,269
+19,271
269
$38.2M 0.07%
799,618
-240,199
270
$38.1M 0.07%
249,759
+152,036
271
$37.9M 0.07%
484,708
-56,022
272
$37.9M 0.07%
635,674
+2,720
273
$37.9M 0.07%
648,742
+17,212
274
$37.6M 0.07%
+1,024,833
275
$37.1M 0.07%
503,973
-304,720
9 10
11
12 13