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
3476
– –
-22,705
3477
– –
-5,784
3478
– –
-12,960
3479
– –
-9,018
3480
– –
-9,713
3481
– –
-55,755
3482
– –
-12,193
3483
– –
-4,299
3484
– –
-23,046
3485
– –
-2,212
3486
– –
-10,000
3487
– –
-6
3488
– –
-7,528
3489
– –
-1,474
3490
– –
-4,348
3491
– –
-149,200
3492
– –
-4,420
3493
– –
-18,244
3494
– –
-18,358
3495
– –
-82,921
3496
– –
-8,355
3497
– –
-1,778
3498
– –
-6,528
3499
– –
-16,502
136 137 138 139
140