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
3301
-1,130
3302
-8,316
3303
-3,324
3304
-29,122
3305
-11,330
3306
-41,941
3307
-11,878
3308
-11,765
3309
-16,676
3310
-6,565
3311
-7,482
3312
-7,930
3313
-21,735
3314
-11,344
3315
-58,067
3316
-5,137
3317
-17,981
3318
-4,206
3319
-11,020
3320
-3,972
3321
-6,194
3322
-1,488
3323
-19,285
3324
-16,589
3325
-9,937