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
2851
$209K ﹤0.01%
+19,566
2852
$208K ﹤0.01%
+5,803
2853
$208K ﹤0.01%
10,867
-3,210
2854
$207K ﹤0.01%
+2,597
2855
$207K ﹤0.01%
16,501
+886
2856
$207K ﹤0.01%
25,233
-362
2857
$207K ﹤0.01%
+4,058
2858
$207K ﹤0.01%
+2,743
2859
$206K ﹤0.01%
+9,903
2860
$206K ﹤0.01%
40,360
-174,720
2861
$205K ﹤0.01%
+5,633
2862
$205K ﹤0.01%
+5,941
2863
$205K ﹤0.01%
3,371
+397
2864
$205K ﹤0.01%
6,587
+22
2865
$204K ﹤0.01%
+10,021
2866
$204K ﹤0.01%
10,200
-1
2867
$204K ﹤0.01%
12,234
+1,035
2868
$204K ﹤0.01%
+4,972
2869
$204K ﹤0.01%
24,127
+11,500
2870
$203K ﹤0.01%
+4,513
2871
$203K ﹤0.01%
69,339
+4,000
2872
$203K ﹤0.01%
9,713
+492
2873
$203K ﹤0.01%
+14,589
2874
$202K ﹤0.01%
+2,100
2875
$201K ﹤0.01%
+5,102
113 114
115
116 117