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
3076
$87K ﹤0.01%
22,779
+1,779
3077
$86K ﹤0.01%
15,578
3078
$86K ﹤0.01%
10,425
-2,490
3079
$85K ﹤0.01%
22,405
+550
3080
$84K ﹤0.01%
14,158
-937
3081
$84K ﹤0.01%
+15,299
3082
$83K ﹤0.01%
10,197
3083
$83K ﹤0.01%
56,710
3084
$83K ﹤0.01%
49,487
3085
$83K ﹤0.01%
19,000
3086
$82K ﹤0.01%
17,079
-2,577
3087
$82K ﹤0.01%
10,017
-82,600
3088
$82K ﹤0.01%
11,000
3089
$81K ﹤0.01%
3,788
-12
3090
$80K ﹤0.01%
16,105
+1,338
3091
$80K ﹤0.01%
15,574
-910
3092
$80K ﹤0.01%
46,340
+4,000
3093
$80K ﹤0.01%
+85,395
3094
$79K ﹤0.01%
2,101
+31
3095
$79K ﹤0.01%
30,099
-600
3096
$79K ﹤0.01%
11,812
+35
3097
$78K ﹤0.01%
35,834
-5,500
3098
$78K ﹤0.01%
25,487
+14,805
3099
$77K ﹤0.01%
10,687
3100
$77K ﹤0.01%
13,670
-1,302
122 123
124
125 126