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
3276
$4K ﹤0.01%
161
-1,050
3277
$3K ﹤0.01%
554
-46
3278
$2K ﹤0.01%
+698
3279
$2K ﹤0.01%
11,647
3280
– –
-138,745
3281
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-22,740
3282
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-70,707
3283
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-62,678
3284
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-19,012
3285
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-2,317
3286
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-423,939
3287
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-1,514
3288
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-23,579
3289
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-36,738
3290
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-17,772
3291
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-14,999
3292
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-22,998
3293
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-5,044
3294
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0
3295
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-21,432
3296
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-12,949
3297
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-33,003
3298
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-3,724
3299
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-10,368
3300
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-13,720
130 131
132
133 134