HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
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
3301
– –
-21,432
3302
– –
-12,949
3303
– –
-33,003
3304
– –
-3,724
3305
– –
-10,368
3306
– –
-13,720
3307
– –
-1,130
3308
– –
-8,316
3309
– –
-3,324
3310
– –
-29,122
3311
– –
-11,330
3312
– –
-41,941
3313
– –
-11,878
3314
– –
-11,765
3315
– –
-16,676
3316
– –
-6,565
3317
– –
-7,482
3318
– –
-7,930
3319
– –
-21,735
3320
– –
-11,344
3321
– –
-5,137
3322
– –
-17,981
3323
– –
-4,206
3324
– –
-11,020
3325
– –
-58,067
131 132
133
134 135