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
3201
$29K ﹤0.01%
+1,542
3202
$29K ﹤0.01%
20,084
3203
$29K ﹤0.01%
19,204
3204
$29K ﹤0.01%
44,276
3205
$28K ﹤0.01%
+10,816
3206
$27K ﹤0.01%
+1,163
3207
$27K ﹤0.01%
14,619
3208
$27K ﹤0.01%
4,373
-67
3209
$27K ﹤0.01%
6,718
3210
$26K ﹤0.01%
1,254
3211
$26K ﹤0.01%
10,000
3212
$26K ﹤0.01%
19,800
-1,145
3213
$26K ﹤0.01%
840
3214
$25K ﹤0.01%
22,518
-35,500
3215
$24K ﹤0.01%
106
-15
3216
$24K ﹤0.01%
143
3217
$24K ﹤0.01%
675
-55
3218
$24K ﹤0.01%
24,763
+10,613
3219
$23K ﹤0.01%
24,358
+765
3220
$23K ﹤0.01%
+12,001
3221
$23K ﹤0.01%
15,708
3222
$23K ﹤0.01%
+10,868
3223
$23K ﹤0.01%
+10,050
3224
$23K ﹤0.01%
+97,995
3225
$22K ﹤0.01%
13,000
127 128
129
130 131