HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $94.2B
1-Year Est. Return 21.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.37%
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
3651
– –
-7,807
3652
– –
-43,254
3653
– –
-7,963
3654
– –
-31,332
3655
– –
-15,006
3656
– –
-16,326
3657
– –
-13,307
3658
– –
-3,675
3659
– –
-38,296
3660
– –
-184,623
3661
– –
-72,210
3662
– –
-7,245
3663
– –
-10,921
3664
– –
-13,827
3665
– –
-17,431
3666
– –
-10,950
3667
– –
-3,337
3668
– –
-6,350
3669
– –
-11,759
3670
– –
-11,655
3671
– –
-685
3672
– –
-112,740
3673
– –
-2,755
3674
– –
-14,044
3675
– –
-6,216
145 146
147
148 149