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
$88.1B
AUM Growth
+$8.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$111M
3
+$102M
4
PEP icon
PepsiCo
PEP
+$76.6M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$72.1M

Top Sells

1
+$168M
2
+$93.5M
3
+$82M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$38.7M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$35.6M

Sector Composition

1 Technology 13.98%
2 Financials 9.69%
3 Consumer Discretionary 5.72%
4 Healthcare 4.98%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GUTS icon
3526
Fractyl Health
GUTS
$76.7M
$81.8K ﹤0.01%
51,442
+521
VZLA
3527
Vizsla Silver
VZLA
$1.13B
$80.9K ﹤0.01%
+18,731
SLI
3528
Standard Lithium
SLI
$884M
$80.7K ﹤0.01%
23,957
AKTX
3529
Akari Therapeutics
AKTX
$6.25M
$80K ﹤0.01%
79,236
UAMY icon
3530
United States Antimony
UAMY
$1.42B
$78.9K ﹤0.01%
+12,726
BLND icon
3531
Blend Labs
BLND
$450M
$78.9K ﹤0.01%
21,606
-1,498
BDN
3532
Brandywine Realty Trust
BDN
$464M
$78.7K ﹤0.01%
18,880
-90,407
FCEL icon
3533
FuelCell Energy
FCEL
$376M
$78.5K ﹤0.01%
+10,061
CXE
3534
MFS High Income Municipal Trust
CXE
$118M
$78K ﹤0.01%
20,977
-908
GUT
3535
Gabelli Utility Trust
GUT
$534M
$76.4K ﹤0.01%
+12,585
JQC icon
3536
Nuveen Credit Strategies Income Fund
JQC
$715M
$75.7K ﹤0.01%
14,371
+3,957
DCH
3537
Dauch Corp
DCH
$1.42B
$75.7K ﹤0.01%
12,598
-31,979
NUVB icon
3538
Nuvation Bio
NUVB
$1.52B
$75.7K ﹤0.01%
20,450
+10,000
ASPN icon
3539
Aspen Aerogels
ASPN
$285M
$75.5K ﹤0.01%
+10,847
TV icon
3540
Televisa
TV
$1.53B
$75.4K ﹤0.01%
28,036
+6,658
VTGN icon
3541
VistaGen Therapeutics
VTGN
$24.2M
$73.9K ﹤0.01%
20,828
PHK
3542
PIMCO High Income Fund
PHK
$828M
$73.8K ﹤0.01%
14,786
CRML icon
3543
Critical Metals Corp
CRML
$1,000M
$72.8K ﹤0.01%
+11,700
CRDF icon
3544
Cardiff Oncology
CRDF
$118M
$70.5K ﹤0.01%
34,206
LAB icon
3545
Standard BioTools
LAB
$375M
$68.6K ﹤0.01%
52,791
-171,422
REPL icon
3546
Replimune Group
REPL
$624M
$67.6K ﹤0.01%
+16,129
KODK icon
3547
Kodak
KODK
$841M
$67.1K ﹤0.01%
10,475
SURG icon
3548
SurgePays
SURG
$19M
$67.1K ﹤0.01%
23,875
+433
CMPS
3549
Compass Pathways
CMPS
$638M
$66.1K ﹤0.01%
11,542
+300
MCW icon
3550
Mister Car Wash
MCW
$2.3B
$64.5K ﹤0.01%
12,100
-8,726
140 141
142
143 144