HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $94.2B
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.1B
AUM Growth
+$8.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$111M
3
+$102M
4
PEP icon
PepsiCo
PEP
+$76.6M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$72.1M

Top Sells

1
+$168M
2
+$93.5M
3
+$82M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$38.7M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$35.6M

Sector Composition

1 Technology 13.98%
2 Financials 9.69%
3 Consumer Discretionary 5.72%
4 Healthcare 4.98%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3126
$265K ﹤0.01%
10,860
+21
3127
$265K ﹤0.01%
+26,940
3128
$265K ﹤0.01%
26,330
+220
3129
$264K ﹤0.01%
21,096
-1,380
3130
$264K ﹤0.01%
19,480
-27
3131
$264K ﹤0.01%
5,969
+349
3132
$264K ﹤0.01%
55,710
-166
3133
$263K ﹤0.01%
10,395
+1,600
3134
$263K ﹤0.01%
25,200
3135
$263K ﹤0.01%
23,750
+1,800
3136
$263K ﹤0.01%
3,534
+725
3137
$263K ﹤0.01%
5,870
-43
3138
$262K ﹤0.01%
+5,672
3139
$262K ﹤0.01%
7,000
3140
$262K ﹤0.01%
4,421
+49
3141
$262K ﹤0.01%
2,810
-73
3142
$261K ﹤0.01%
13,978
-39
3143
$261K ﹤0.01%
25,137
-2,096
3144
$261K ﹤0.01%
21,845
3145
$260K ﹤0.01%
19,923
-859
3146
$260K ﹤0.01%
2,597
-334
3147
$259K ﹤0.01%
9,736
+569
3148
$258K ﹤0.01%
9,539
-420
3149
$258K ﹤0.01%
+9,357
3150
$257K ﹤0.01%
+7,689
124 125
126
127 128