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
2726
$244K ﹤0.01%
13,375
-23,139
2727
$244K ﹤0.01%
4,390
-1,448
2728
$244K ﹤0.01%
+5,478
2729
$243K ﹤0.01%
20,654
+413
2730
$243K ﹤0.01%
+6,445
2731
$243K ﹤0.01%
1,673
+116
2732
$242K ﹤0.01%
3,849
-184
2733
$242K ﹤0.01%
11,042
+143
2734
$242K ﹤0.01%
+7,931
2735
$241K ﹤0.01%
22,741
-938
2736
$241K ﹤0.01%
132,275
+3,401
2737
$241K ﹤0.01%
12,035
-200
2738
$241K ﹤0.01%
4,363
-131
2739
$241K ﹤0.01%
3,749
+31
2740
$240K ﹤0.01%
46,863
-16,393
2741
$240K ﹤0.01%
12,359
-1,346
2742
$239K ﹤0.01%
10,500
+500
2743
$239K ﹤0.01%
+7,997
2744
$238K ﹤0.01%
+8,579
2745
$238K ﹤0.01%
+3,532
2746
$238K ﹤0.01%
9,232
2747
$238K ﹤0.01%
5,349
-6,217
2748
$238K ﹤0.01%
+10,574
2749
$237K ﹤0.01%
8,727
-243
2750
$237K ﹤0.01%
19,362
+1,371
108 109
110
111 112