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
2876
$201K ﹤0.01%
10,307
+19
2877
$201K ﹤0.01%
6,997
-4,986
2878
$201K ﹤0.01%
8,229
-84,944
2879
$201K ﹤0.01%
21,299
-23
2880
$201K ﹤0.01%
+4,928
2881
$200K ﹤0.01%
4,528
+292
2882
$200K ﹤0.01%
7,180
2883
$200K ﹤0.01%
3,760
-1,149
2884
$199K ﹤0.01%
130,305
2885
$199K ﹤0.01%
3,511
-4,787
2886
$199K ﹤0.01%
21,544
2887
$199K ﹤0.01%
11,565
+150
2888
$198K ﹤0.01%
14,498
+1,515
2889
$196K ﹤0.01%
20,575
2890
$196K ﹤0.01%
29,852
-1,284
2891
$194K ﹤0.01%
31,238
2892
$194K ﹤0.01%
25,290
-130
2893
$194K ﹤0.01%
24,953
+230
2894
$194K ﹤0.01%
2,790
-849
2895
$193K ﹤0.01%
15,364
+210
2896
$192K ﹤0.01%
+11,866
2897
$192K ﹤0.01%
+97,236
2898
$191K ﹤0.01%
11,607
+141
2899
$190K ﹤0.01%
10,054
-249
2900
$190K ﹤0.01%
125,852
114 115
116
117 118