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
2951
$161K ﹤0.01%
33,146
+4,028
2952
$160K ﹤0.01%
15,375
+3,229
2953
$160K ﹤0.01%
40,176
-10,102
2954
$160K ﹤0.01%
+18,834
2955
$159K ﹤0.01%
+16,839
2956
$159K ﹤0.01%
+12,223
2957
$158K ﹤0.01%
+34,043
2958
$158K ﹤0.01%
20,832
+102
2959
$158K ﹤0.01%
10,184
-200
2960
$157K ﹤0.01%
18,818
+3,000
2961
$156K ﹤0.01%
11,762
-4,885
2962
$156K ﹤0.01%
14,890
2963
$156K ﹤0.01%
64,984
2964
$154K ﹤0.01%
+17,345
2965
$154K ﹤0.01%
25,030
2966
$154K ﹤0.01%
13,645
+2,823
2967
$153K ﹤0.01%
14,160
+742
2968
$153K ﹤0.01%
13,762
-5,233
2969
$153K ﹤0.01%
+26,549
2970
$151K ﹤0.01%
+10,297
2971
$150K ﹤0.01%
14,569
+2,289
2972
$149K ﹤0.01%
10,158
-191
2973
$149K ﹤0.01%
+30,000
2974
$149K ﹤0.01%
+14,882
2975
$147K ﹤0.01%
17,916
-22,404
117 118
119
120 121