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
2801
$221K ﹤0.01%
10,870
2802
$220K ﹤0.01%
2,996
-54
2803
$220K ﹤0.01%
37,643
-23,634
2804
$220K ﹤0.01%
19,211
+163
2805
$220K ﹤0.01%
+10,469
2806
$219K ﹤0.01%
+3,675
2807
$219K ﹤0.01%
1,609
+47
2808
$219K ﹤0.01%
37,336
2809
$219K ﹤0.01%
33,985
+17,868
2810
$219K ﹤0.01%
3,036
+289
2811
$219K ﹤0.01%
47,892
+1,953
2812
$218K ﹤0.01%
8,580
2813
$218K ﹤0.01%
3,865
+400
2814
$218K ﹤0.01%
10,248
2815
$218K ﹤0.01%
11,871
2816
$218K ﹤0.01%
+5,249
2817
$217K ﹤0.01%
9,558
+1,489
2818
$217K ﹤0.01%
3,753
-745
2819
$217K ﹤0.01%
4,567
-236
2820
$217K ﹤0.01%
12,093
-5,158
2821
$217K ﹤0.01%
+4,527
2822
$217K ﹤0.01%
5,222
+3
2823
$217K ﹤0.01%
20,599
+650
2824
$216K ﹤0.01%
+880
2825
$216K ﹤0.01%
7,029
-234
111 112
113
114 115