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
2926
$170K ﹤0.01%
3,896
-210
2927
$170K ﹤0.01%
21,137
+2,987
2928
$170K ﹤0.01%
20,265
2929
$170K ﹤0.01%
+17,568
2930
$169K ﹤0.01%
14,493
2931
$168K ﹤0.01%
87,576
2932
$168K ﹤0.01%
10,811
+12
2933
$168K ﹤0.01%
74,439
-39,045
2934
$168K ﹤0.01%
55,000
+42,500
2935
$168K ﹤0.01%
53,300
2936
$167K ﹤0.01%
+15,133
2937
$166K ﹤0.01%
17,508
+1
2938
$166K ﹤0.01%
12,498
+2,240
2939
$166K ﹤0.01%
16,411
+166
2940
$165K ﹤0.01%
10,993
+727
2941
$165K ﹤0.01%
11,174
+154
2942
$165K ﹤0.01%
21,099
-13,945
2943
$164K ﹤0.01%
10,387
2944
$164K ﹤0.01%
54,842
+6,967
2945
$164K ﹤0.01%
14,697
+4,584
2946
$163K ﹤0.01%
+19,546
2947
$163K ﹤0.01%
64,277
+3,354
2948
$162K ﹤0.01%
20,797
-1,139
2949
$162K ﹤0.01%
20,843
+2,779
2950
$161K ﹤0.01%
11,962
+19
116 117
118
119 120