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
3001
$127K ﹤0.01%
15,500
3002
$126K ﹤0.01%
17,949
-651
3003
$126K ﹤0.01%
26,478
-43,452
3004
$125K ﹤0.01%
24,718
+5,955
3005
$125K ﹤0.01%
14,671
-129
3006
$124K ﹤0.01%
+13,343
3007
$124K ﹤0.01%
+25,050
3008
$124K ﹤0.01%
+12,843
3009
$124K ﹤0.01%
13,308
-3,363
3010
$124K ﹤0.01%
105,438
+6,334
3011
$123K ﹤0.01%
45,540
+15,504
3012
$123K ﹤0.01%
8,507
-4
3013
$123K ﹤0.01%
21,006
-13,934
3014
$122K ﹤0.01%
7,556
-4,057
3015
$122K ﹤0.01%
13,614
-4,756
3016
$122K ﹤0.01%
+22,137
3017
$122K ﹤0.01%
4,236
+350
3018
$121K ﹤0.01%
8,333
+1,333
3019
$121K ﹤0.01%
+15,601
3020
$119K ﹤0.01%
21,332
+5,394
3021
$119K ﹤0.01%
+36,673
3022
$119K ﹤0.01%
+16,399
3023
$117K ﹤0.01%
18,907
-5,000
3024
$117K ﹤0.01%
30,405
-21,905
3025
$116K ﹤0.01%
17,322
-926
119 120
121
122 123