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
$53.2B
AUM Growth
+$2.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,543
New
Increased
Reduced
Closed

Top Buys

1
+$390M
2
+$230M
3
+$165M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$137M
5
AAPL icon
Apple
AAPL
+$100M

Top Sells

1
+$44.1M
2
+$39.7M
3
+$38M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$37.1M
5
BEN icon
Franklin Resources
BEN
+$34.9M

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
3426
– –
-11,098
3427
– –
-13,545
3428
– –
-187,289
3429
– –
-46,783
3430
– –
-27,299
3431
– –
-6,375
3432
– –
-195,002
3433
– –
-14,689
3434
– –
-10,364
3435
– –
-4,485
3436
– –
-32,919
3437
– –
-4,875
3438
– –
-26,621
3439
– –
-2,913
3440
– –
-53,083
3441
– –
-10,856
3442
– –
-7,433
3443
– –
-2,150
3444
– –
-9,937
3445
– –
-7,347
3446
– –
-11,600
3447
– –
-27,905
3448
– –
-629
3449
– –
-913
3450
– –
-8,916
136 137
138
139 140