HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $88.1B
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.8B
AUM Growth
+$6.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,757
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$107M
3
+$96.7M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$79.7M
5
META icon
Meta Platforms (Facebook)
META
+$76.9M

Top Sells

1
+$48.6M
2
+$46.9M
3
+$44.7M
4
V icon
Visa
V
+$44.5M
5
QLTY icon
GMO US Quality ETF
QLTY
+$43.7M

Sector Composition

1 Technology 13.55%
2 Financials 10.32%
3 Consumer Discretionary 5.93%
4 Industrials 5.06%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WSBC icon
2901
WesBanco
WSBC
$3.03B
$304K ﹤0.01%
9,596
+767
DIOD icon
2902
Diodes
DIOD
$2.17B
$303K ﹤0.01%
+5,737
UTZ icon
2903
Utz Brands
UTZ
$916M
$302K ﹤0.01%
24,062
-1,581
VOYA icon
2904
Voya Financial
VOYA
$6.9B
$302K ﹤0.01%
4,250
-573
DFGP icon
2905
Dimensional Global Core Plus Fixed Income ETF
DFGP
$1.82B
$301K ﹤0.01%
+5,533
SATS icon
2906
EchoStar
SATS
$20B
$301K ﹤0.01%
+10,878
RXRX icon
2907
Recursion Pharmaceuticals
RXRX
$2.42B
$301K ﹤0.01%
59,422
+12,643
BFK icon
2908
BlackRock Municipal Income Trust
BFK
$445M
$300K ﹤0.01%
31,332
-492
SPHR icon
2909
Sphere Entertainment
SPHR
$2.83B
$300K ﹤0.01%
7,187
-2,194
CWEN.A icon
2910
Clearway Energy Class A
CWEN.A
$4.03B
$300K ﹤0.01%
9,926
-947
DDIV icon
2911
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
$66.9M
$300K ﹤0.01%
7,857
ESI icon
2912
Element Solutions
ESI
$6.66B
$300K ﹤0.01%
13,236
+1,493
NULC icon
2913
Nuveen ESG Large-Cap ETF
NULC
$52.9M
$300K ﹤0.01%
6,116
CRAQ
2914
Cal Redwood Acquisition Corp
CRAQ
$317M
$299K ﹤0.01%
+30,000
DRLL icon
2915
Strive US Energy ETF
DRLL
$263M
$299K ﹤0.01%
11,014
+454
PRMB
2916
Primo Brands
PRMB
$5.95B
$299K ﹤0.01%
10,083
+1,237
BRKR icon
2917
Bruker
BRKR
$6.46B
$298K ﹤0.01%
7,245
+985
JJSF icon
2918
J&J Snack Foods
JJSF
$1.6B
$298K ﹤0.01%
2,631
-86
PATK icon
2919
Patrick Industries
PATK
$3.44B
$298K ﹤0.01%
3,225
+202
KBH icon
2920
KB Home
KBH
$3.97B
$297K ﹤0.01%
5,614
-151
ASR icon
2921
Grupo Aeroportuario del Sureste
ASR
$9.07B
$297K ﹤0.01%
931
-101
ENS icon
2922
EnerSys
ENS
$5.12B
$297K ﹤0.01%
3,459
-461
ABR icon
2923
Arbor Realty Trust
ABR
$1.8B
$296K ﹤0.01%
27,700
+1,975
HMN icon
2924
Horace Mann Educators
HMN
$1.85B
$296K ﹤0.01%
6,893
-242
ZWS icon
2925
Zurn Elkay Water Solutions
ZWS
$7.95B
$296K ﹤0.01%
8,085
-2,076
115 116
117
118 119