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
$79.8B
AUM Growth
+$6.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,757
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$107M
3
+$96.7M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$79.7M
5
META icon
Meta Platforms (Facebook)
META
+$76.9M

Top Sells

1
+$48.6M
2
+$46.9M
3
+$44.7M
4
V icon
Visa
V
+$44.5M
5
QLTY icon
GMO US Quality ETF
QLTY
+$43.7M

Sector Composition

1 Technology 13.55%
2 Financials 10.32%
3 Consumer Discretionary 5.93%
4 Industrials 5.06%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PKST
3276
Peakstone Realty Trust
PKST
$531M
$190K ﹤0.01%
14,415
+2,250
VRE
3277
Veris Residential
VRE
$1.4B
$190K ﹤0.01%
12,758
-391
NFJ
3278
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.23B
$190K ﹤0.01%
15,305
+25
HMY icon
3279
Harmony Gold Mining
HMY
$11.8B
$189K ﹤0.01%
13,556
-3,919
HAFN icon
3280
Hafnia
HAFN
$3.2B
$189K ﹤0.01%
37,850
+15,550
LION icon
3281
Lionsgate Studios
LION
$1.94B
$188K ﹤0.01%
+32,313
WU icon
3282
Western Union
WU
$2.83B
$187K ﹤0.01%
22,227
-8,143
MFM
3283
MFS Municipal Income Trust
MFM
$223M
$187K ﹤0.01%
36,128
-632
DJT icon
3284
Trump Media & Technology Group
DJT
$3.54B
$187K ﹤0.01%
10,348
-2,005
ECOR icon
3285
electroCore
ECOR
$48.5M
$187K ﹤0.01%
35,342
KRMD icon
3286
KORU Medical Systems
KRMD
$175M
$184K ﹤0.01%
51,400
COOT
3287
Australian Oilseeds Holdings
COOT
$36.5M
$184K ﹤0.01%
245,007
+135
ITUB icon
3288
Itaú Unibanco
ITUB
$82B
$184K ﹤0.01%
27,034
-96
BIT icon
3289
BlackRock Multi-Sector Income Trust
BIT
$584M
$183K ﹤0.01%
12,510
-599
SCM icon
3290
Stellus Capital Investment Corp
SCM
$343M
$182K ﹤0.01%
13,090
-26,215
HYSA icon
3291
BondBloxx USD High Yield Bond Sector Rotation ETF
HYSA
$31.2M
$182K ﹤0.01%
12,000
AXL icon
3292
American Axle
AXL
$770M
$182K ﹤0.01%
44,577
+10,656
CIA icon
3293
Citizens
CIA
$286M
$181K ﹤0.01%
52,000
KIO
3294
KKR Income Opportunities Fund
KIO
$492M
$181K ﹤0.01%
14,388
+1,338
RKT icon
3295
Rocket Companies
RKT
$50.5B
$180K ﹤0.01%
12,685
+2,789
MUE icon
3296
BlackRock MuniHoldings Quality Fund II
MUE
$222M
$180K ﹤0.01%
18,771
-323
MQT icon
3297
BlackRock MuniYield Quality Fund II
MQT
$225M
$178K ﹤0.01%
18,504
-115
OBIO icon
3298
Orchestra BioMed
OBIO
$250M
$178K ﹤0.01%
66,500
+5,500
ARCO icon
3299
Arcos Dorados Holdings
ARCO
$1.6B
$178K ﹤0.01%
22,544
+1
NCZ
3300
Virtus Convertible & Income Fund II
NCZ
$271M
$176K ﹤0.01%
13,729
-360
130 131
132
133 134