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
2751
$237K ﹤0.01%
8,119
+37
2752
$236K ﹤0.01%
17,358
+101
2753
$236K ﹤0.01%
+9,852
2754
$235K ﹤0.01%
7,281
-112
2755
$235K ﹤0.01%
7,707
-116
2756
$235K ﹤0.01%
+14,372
2757
$234K ﹤0.01%
+3,506
2758
$234K ﹤0.01%
17,599
+285
2759
$234K ﹤0.01%
+3,311
2760
$234K ﹤0.01%
+10,533
2761
$234K ﹤0.01%
9,430
-1,388
2762
$233K ﹤0.01%
+6,362
2763
$233K ﹤0.01%
27,869
+8,557
2764
$233K ﹤0.01%
+5,628
2765
$233K ﹤0.01%
+6,354
2766
$233K ﹤0.01%
7,384
-645
2767
$232K ﹤0.01%
+5,312
2768
$232K ﹤0.01%
3,594
+123
2769
$232K ﹤0.01%
+31,193
2770
$231K ﹤0.01%
1,113
+116
2771
$231K ﹤0.01%
25,808
-17,901
2772
$230K ﹤0.01%
+4,925
2773
$230K ﹤0.01%
9,756
-3,323
2774
$230K ﹤0.01%
8,013
+588
2775
$229K ﹤0.01%
501
-614
109 110
111
112 113