HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $79.8B
This Quarter Return
-0.3%
1 Year Return
+17.44%
3 Year Return
+65.6%
5 Year Return
+120.67%
10 Year Return
+243.37%
AUM
$73.7B
AUM Growth
+$73.7B
Cap. Flow
+$1.86B
Cap. Flow %
2.53%
Top 10 Hldgs %
18.48%
Holding
3,730
New
250
Increased
1,541
Reduced
1,543
Closed
228

Top Sells

1
AAPL icon
Apple
AAPL
$86.3M
2
XOM icon
Exxon Mobil
XOM
$83.9M
3
AMZN icon
Amazon
AMZN
$64.7M
4
IBM icon
IBM
IBM
$56.7M
5
GM icon
General Motors
GM
$48.9M

Sector Composition

1 Technology 12.33%
2 Financials 10.91%
3 Consumer Discretionary 6.07%
4 Healthcare 5.9%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BAK icon
3601
Braskem
BAK
$1.39B
-19,213 Closed -$74.2K
BCTX
3602
Briacell Therapeutics
BCTX
$13.6M
-24,628 Closed -$13.9K
BDC icon
3603
Belden
BDC
$5.16B
-1,896 Closed -$214K
BGFV icon
3604
Big 5 Sporting Goods
BGFV
$32.5M
-370 Closed -$662
BHVN icon
3605
Biohaven
BHVN
$1.63B
-5,870 Closed -$219K
BIRK icon
3606
Birkenstock
BIRK
$9.59B
-29,785 Closed -$1.69M
BITX icon
3607
2x Bitcoin Strategy ETF
BITX
$2.25B
-79,662 Closed -$4.12M
BKE icon
3608
Buckle
BKE
$2.89B
-4,888 Closed -$248K
BOOT icon
3609
Boot Barn
BOOT
$5.43B
-1,691 Closed -$257K
BRW
3610
Saba Capital Income & Opportunities Fund
BRW
$353M
-43,877 Closed -$334K
BXC icon
3611
BlueLinx
BXC
$652M
-10,328 Closed -$1.06M
BYND icon
3612
Beyond Meat
BYND
$192M
-10,786 Closed -$40.6K
BYRN icon
3613
Byrna Technologies
BYRN
$463M
-43,337 Closed -$1.25M
CAF
3614
Morgan Stanley China A Share Fund
CAF
$262M
-10,375 Closed -$129K
CBRL icon
3615
Cracker Barrel
CBRL
$1.33B
-4,365 Closed -$231K
CC icon
3616
Chemours
CC
$2.31B
-12,236 Closed -$207K
CECO icon
3617
Ceco Environmental
CECO
$1.61B
-7,799 Closed -$236K
CEFS icon
3618
Saba Closed-End Funds ETF
CEFS
$316M
-14,791 Closed -$317K
CKPT
3619
DELISTED
Checkpoint Therapeutics
CKPT
-8,500 Closed -$27.2K
CLOV icon
3620
Clover Health Investments
CLOV
$1.34B
-3,091 Closed -$9.74K
CLW icon
3621
Clearwater Paper
CLW
$347M
-12,407 Closed -$369K
CMRE icon
3622
Costamare
CMRE
$1.38B
-11,443 Closed -$147K
CNK icon
3623
Cinemark Holdings
CNK
$2.97B
-7,224 Closed -$224K
CNRG icon
3624
SPDR S&P Kensho Clean Power ETF
CNRG
$150M
-6,661 Closed -$403K
COCO icon
3625
Vita Coco
COCO
$2.03B
-122,196 Closed -$4.51M