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
3101
$200K ﹤0.01%
+13,523
3102
$200K ﹤0.01%
16,886
-14,258
3103
$200K ﹤0.01%
+3,202
3104
$199K ﹤0.01%
27,899
-4,774
3105
$199K ﹤0.01%
34,319
-3,922
3106
$199K ﹤0.01%
+10,000
3107
$199K ﹤0.01%
24,256
3108
$199K ﹤0.01%
48,632
+3,045
3109
$198K ﹤0.01%
18,053
-7,110
3110
$197K ﹤0.01%
+25,965
3111
$196K ﹤0.01%
12,601
-100,000
3112
$196K ﹤0.01%
101,155
+42,529
3113
$196K ﹤0.01%
21,053
+461
3114
$196K ﹤0.01%
53,525
+1,775
3115
$195K ﹤0.01%
13,528
-5,081
3116
$195K ﹤0.01%
11,671
-3,854
3117
$194K ﹤0.01%
10,000
3118
$194K ﹤0.01%
18,522
+3,131
3119
$194K ﹤0.01%
14,850
-3,682
3120
$193K ﹤0.01%
12,306
-3,450
3121
$192K ﹤0.01%
21,629
+1,449
3122
$192K ﹤0.01%
+10,118
3123
$192K ﹤0.01%
+10,952
3124
$191K ﹤0.01%
39,308
+5,000
3125
$190K ﹤0.01%
40,917
+16,109