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
301
$45.5M 0.06%
415,876
+116,162
302
$45.3M 0.06%
116,434
-10,930
303
$44.9M 0.06%
363,512
+23,486
304
$44.9M 0.06%
97,635
-2,938
305
$44.3M 0.06%
502,252
-13,083
306
$44.2M 0.06%
599,496
-13,075
307
$44.1M 0.06%
560,567
-6,494
308
$44M 0.06%
925,321
+200,879
309
$44M 0.06%
805,678
-34,856
310
$43.5M 0.06%
615,911
+2,271
311
$43.2M 0.06%
164,600
+7,285
312
$43.1M 0.06%
946,151
+27,137
313
$42.8M 0.06%
1,505,773
+183,386
314
$42.3M 0.06%
591,310
+38,760
315
$41.8M 0.06%
180,328
+10,829
316
$41.6M 0.06%
1,105,499
-18,536
317
$41.1M 0.06%
872,018
+83,961
318
$41M 0.06%
255,900
-7,379
319
$40.9M 0.06%
361,772
+7,621
320
$40.8M 0.06%
1,555,180
+98,024
321
$40.8M 0.06%
451,234
-2,808
322
$40.8M 0.06%
257,910
-19,092
323
$40.7M 0.06%
301,337
+11,685
324
$40.7M 0.06%
1,524,479
-9,047
325
$40.4M 0.06%
3,376,702
+237,594