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
3476
– –
-11,141
3477
– –
-10,540
3478
– –
-6,574
3479
– –
-35,705
3480
– –
-15,986
3481
– –
-23,317
3482
– –
-10,500
3483
– –
-12,249
3484
– –
-17,817
3485
– –
-18,850
3486
– –
-15,029
3487
– –
-53,083
3488
– –
-10,856
3489
– –
-7,433
3490
– –
-5,793
3491
– –
-61,741
3492
– –
-10,174
3493
– –
-16,389
3494
– –
-47,169
3495
– –
-20,444
3496
– –
-9,588
3497
– –
-3,781
3498
– –
-3,524
3499
– –
-4,940
136 137 138 139
140