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

Top Buys

1
+$153M
2
+$112M
3
+$105M
4
AAPL icon
Apple
AAPL
+$80.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$75.6M

Top Sells

1
+$170M
2
+$102M
3
+$74.1M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$39.3M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$37M

Sector Composition

1 Technology 13.98%
2 Financials 9.7%
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
HIX
3701
Western Asset High Income Fund II
HIX
$375M
– –
-17,636
HTAB icon
3702
Hartford Schroders Tax-Aware Bond ETF
HTAB
$322M
– –
-13,058
UNFI icon
3703
United Natural Foods
UNFI
$1.96B
– –
-34,003
UNIT
3704
Uniti Group
UNIT
$1.58B
– –
-11,596
UPST icon
3705
Upstart Holdings
UPST
$4.55B
– –
-3,197
VERV
3706
DELISTED
Verve Therapeutics
VERV
– –
-20,237
VERU icon
3707
Veru
VERU
$41.1M
– –
-9,581
VERX icon
3708
Vertex
VERX
$3.15B
– –
-8,709
VIST icon
3709
Vista Energy
VIST
$5.36B
– –
-5,075
VKTX icon
3710
Viking Therapeutics
VKTX
$4.14B
– –
-9,554
VRME icon
3711
VerifyMe
VRME
$9.04M
– –
-304,130
VRNA
3712
DELISTED
Verona Pharma
VRNA
– –
-11,046
ACCO icon
3713
Acco Brands
ACCO
$334M
– –
-11,127
ACVA icon
3714
ACV Auctions
ACVA
$1.41B
– –
-10,564
AEF
3715
abrdn Emerging Markets Equity Income Fund
AEF
$287M
– –
-22,874
AHH
3716
Armada Hoffler Properties
AHH
$550M
– –
-17,742
AHT
3717
Ashford Hospitality Trust
AHT
$27.2M
– –
-13,040
AKYA
3718
DELISTED
Akoya BioSciences
AKYA
– –
-20,000
AMED
3719
DELISTED
Amedisys
AMED
– –
-3,128
ANSS
3720
DELISTED
Ansys
ANSS
– –
-16,262
APLT icon
3721
Applied Therapeutics
APLT
$32M
– –
-220,001
ATHA icon
3722
Athira Pharma
ATHA
$16.4M
– –
-1,270
ATRO icon
3723
Astronics
ATRO
$1.86B
– –
-6,850
AXS icon
3724
AXIS Capital
AXS
$7.74B
– –
-13,545
BAC.PRL icon
3725
Bank of America Series L
BAC.PRL
$3.87B
– –
-874
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149
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