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
$70B
AUM Growth
+$5.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,634
New
Increased
Reduced
Closed

Top Buys

1 +$58.2M
2 +$39M
3 +$37.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$35.2M
5
TFC icon
Truist Financial
TFC
+$34.5M

Top Sells

1 +$2.18B
2 +$73.3M
3 +$65.2M
4
LRCX icon
Lam Research
LRCX
+$62.8M
5
SN icon
SharkNinja
SN
+$51.4M

Sector Composition

1 Technology 13.57%
2 Financials 9.89%
3 Consumer Discretionary 6.39%
4 Healthcare 6.15%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$225K ﹤0.01%
+3,991
3027
$225K ﹤0.01%
15,031
-139,919
3028
$224K ﹤0.01%
1,679
-2,239
3029
$224K ﹤0.01%
19,705
-2,265
3030
$224K ﹤0.01%
28,836
-96
3031
$224K ﹤0.01%
6,245
+505
3032
$224K ﹤0.01%
4,100
-3,542
3033
$224K ﹤0.01%
4,662
-944
3034
$223K ﹤0.01%
4,149
-111
3035
$223K ﹤0.01%
5,559
-75
3036
$223K ﹤0.01%
+5,166
3037
$223K ﹤0.01%
15,108
-155,098
3038
$222K ﹤0.01%
+3,613
3039
$222K ﹤0.01%
20,182
+1,993
3040
$222K ﹤0.01%
+9,890
3041
$222K ﹤0.01%
+6,577
3042
$221K ﹤0.01%
+8,238
3043
$221K ﹤0.01%
+5,440
3044
$220K ﹤0.01%
16,683
+6,609
3045
$219K ﹤0.01%
+2,157
3046
$219K ﹤0.01%
+15,175
3047
$219K ﹤0.01%
9,222
-11,266
3048
$218K ﹤0.01%
28,804
+1,354
3049
$218K ﹤0.01%
+11,537
3050
$218K ﹤0.01%
53,328
-5,789