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
3401
-49,999
3402
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3403
-6,871
3404
-7,996
3405
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3406
-17,580
3407
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3408
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3409
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3410
-2,044
3411
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3412
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3413
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3414
-7,618
3415
-21,283
3416
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3417
-10,366
3418
-22,705
3419
-14,689
3420
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3421
-4,485
3422
-32,919
3423
-4,875
3424
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3425
-2,913