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
3426
-16,935
3427
-2,044
3428
-16,820
3429
-7,198
3430
-38,236
3431
-7,618
3432
-21,283
3433
-4,281
3434
-10,366
3435
-22,705
3436
-14,689
3437
-10,364
3438
-4,485
3439
-32,919
3440
-4,875
3441
-26,621
3442
-2,913
3443
-5,784
3444
-12,960
3445
-9,018
3446
-9,713
3447
-55,755
3448
-12,193
3449
-4,299
3450
-23,046