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
3051
$103K ﹤0.01%
18,314
-12,528
3052
$103K ﹤0.01%
43,184
-670
3053
$103K ﹤0.01%
8,944
3054
$100K ﹤0.01%
10,043
-1,000
3055
$99K ﹤0.01%
+11,331
3056
$99K ﹤0.01%
73,505
-3,355
3057
$99K ﹤0.01%
106
-1
3058
$98K ﹤0.01%
36,355
-18,232
3059
$98K ﹤0.01%
21,106
-438
3060
$97K ﹤0.01%
24,650
-461
3061
$95K ﹤0.01%
+36,973
3062
$95K ﹤0.01%
20,238
-2,491
3063
$95K ﹤0.01%
25,708
+16
3064
$94K ﹤0.01%
20,863
-1,518
3065
$91K ﹤0.01%
14,331
-581
3066
$91K ﹤0.01%
10,940
-4,000
3067
$91K ﹤0.01%
29,759
-50
3068
$90K ﹤0.01%
15,252
-2,202
3069
$90K ﹤0.01%
10,663
-523
3070
$89K ﹤0.01%
14,897
+1,637
3071
$89K ﹤0.01%
17,677
+2
3072
$88K ﹤0.01%
26,762
3073
$88K ﹤0.01%
36,688
+7,504
3074
$87K ﹤0.01%
+16,467
3075
$87K ﹤0.01%
29,391
+17,658
121 122
123
124 125