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
$70B
AUM Growth
+$5.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,634
New
Increased
Reduced
Closed

Top Buys

1
+$57.4M
2
+$37.6M
3
+$35.9M
4
TFC icon
Truist Financial
TFC
+$34.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$33.9M

Top Sells

1
+$2.08B
2
+$70.3M
3
+$65.2M
4
LRCX icon
Lam Research
LRCX
+$62.8M
5
SN icon
SharkNinja
SN
+$41.1M

Sector Composition

1 Technology 13.57%
2 Financials 9.89%
3 Consumer Discretionary 6.39%
4 Healthcare 6.15%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3426
$11K ﹤0.01%
819
-257
3427
$11K ﹤0.01%
1,377
+416
3428
$10K ﹤0.01%
10,400
3429
$9K ﹤0.01%
65,325
3430
$9K ﹤0.01%
482
3431
$8K ﹤0.01%
227
3432
$8K ﹤0.01%
+421
3433
$8K ﹤0.01%
389
-4
3434
$7K ﹤0.01%
10,500
3435
$6K ﹤0.01%
1,247
3436
$6K ﹤0.01%
586
3437
$5K ﹤0.01%
306
-5,995
3438
$5K ﹤0.01%
394
3439
$3K ﹤0.01%
333
3440
$1K ﹤0.01%
+370
3441
– –
-15,708
3442
– –
-6,930
3443
– –
-6,329
3444
– –
-10,711
3445
– –
-68,276
3446
– –
-9,819
3447
– –
-49,634
3448
– –
-999
3449
– –
-10,053
3450
– –
-26,427
136 137
138
139 140