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
3251
$11K ﹤0.01%
10,000
3252
$11K ﹤0.01%
2,000
3253
$11K ﹤0.01%
+10,760
3254
$11K ﹤0.01%
1,316
+33
3255
$11K ﹤0.01%
+1,015
3256
$10K ﹤0.01%
333
3257
$10K ﹤0.01%
+14,632
3258
$10K ﹤0.01%
2,200
3259
$9K ﹤0.01%
+4
3260
$9K ﹤0.01%
11,830
3261
$9K ﹤0.01%
1,033
+468
3262
$9K ﹤0.01%
1,600
3263
$9K ﹤0.01%
2,078
+1,052
3264
– –
0
3265
$8K ﹤0.01%
+1,200
3266
$8K ﹤0.01%
10,907
3267
$7K ﹤0.01%
367
3268
$7K ﹤0.01%
345
+3
3269
$6K ﹤0.01%
455
3270
$5K ﹤0.01%
892
3271
$5K ﹤0.01%
12,500
3272
$5K ﹤0.01%
22
-2
3273
$4K ﹤0.01%
+10,281
3274
$4K ﹤0.01%
10,300
3275
$4K ﹤0.01%
+746
129 130
131
132 133