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
3126
$64K ﹤0.01%
54,071
+19,955
3127
$64K ﹤0.01%
11,983
-670
3128
$64K ﹤0.01%
50,000
-10,000
3129
$63K ﹤0.01%
9,142
+2,971
3130
$63K ﹤0.01%
29,250
-18,390
3131
$63K ﹤0.01%
20,138
-600
3132
$63K ﹤0.01%
9,594
-86
3133
$63K ﹤0.01%
17,714
3134
$62K ﹤0.01%
17,264
+2,278
3135
$60K ﹤0.01%
46,576
-14,400
3136
$59K ﹤0.01%
15,004
3137
$58K ﹤0.01%
25,000
3138
$58K ﹤0.01%
51,503
+27,303
3139
$57K ﹤0.01%
+15,081
3140
$56K ﹤0.01%
+11,915
3141
$56K ﹤0.01%
4,522
+514
3142
$55K ﹤0.01%
15,118
-3,186
3143
$55K ﹤0.01%
+48
3144
$55K ﹤0.01%
13,613
-1,254
3145
$54K ﹤0.01%
23,031
+8,193
3146
$54K ﹤0.01%
11,313
+11
3147
$54K ﹤0.01%
+10,934
3148
$53K ﹤0.01%
+11,100
3149
$52K ﹤0.01%
13,996
+724
3150
$52K ﹤0.01%
13,847
-17,943
124 125
126
127 128