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
$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 9.9%
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
3501
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3510
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3512
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3513
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3514
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3515
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3521
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3523
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3524
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3525
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-10,795
139 140
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