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
BANC icon
3726
Banc of California
BANC
$2.99B
– –
-28,050
BBIN icon
3727
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.99B
– –
-3,490
BBWI icon
3728
Bath & Body Works
BBWI
$3.96B
– –
-7,807
BCI icon
3729
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2B
– –
-43,254
BDSX icon
3730
Biodesix
BDSX
$64.8M
– –
-7,963
BFK icon
3731
BlackRock Municipal Income Trust
BFK
$439M
– –
-31,332
BHR
3732
Braemar Hotels & Resorts
BHR
$181M
– –
-15,006
BITQ icon
3733
Bitwise Crypto Industry Innovators ETF
BITQ
$416M
– –
-16,326
BJRI icon
3734
BJ's Restaurants
BJRI
$806M
– –
-13,307
BL icon
3735
BlackLine
BL
$3.46B
– –
-3,675
BRBR icon
3736
BellRing Brands
BRBR
$3.86B
– –
-38,296
BRFS
3737
DELISTED
BRF SA
BRFS
– –
-184,623
BRKL
3738
DELISTED
Brookline Bancorp
BRKL
– –
-72,210
BRKR icon
3739
Bruker
BRKR
$7.12B
– –
-7,245
BRZE icon
3740
Braze
BRZE
$3.92B
– –
-10,921
BTZ icon
3741
BlackRock Credit Allocation Income Trust
BTZ
$1.01B
– –
-13,827
BWX icon
3742
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.32B
– –
-17,431
BWZ icon
3743
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$376M
– –
-10,950
CBRL icon
3744
Cracker Barrel
CBRL
$610M
– –
-3,337
CENT icon
3745
Central Garden & Pet Co
CENT
$2.09B
– –
-6,350
CENX icon
3746
Century Aluminum
CENX
$2.75B
– –
-11,759
CERT icon
3747
Certara
CERT
$1.47B
– –
-11,655
CHPT icon
3748
ChargePoint
CHPT
$223M
– –
-685
CHT icon
3749
Chunghwa Telecom
CHT
$32.1B
– –
-4,425
CHX
3750
DELISTED
ChampionX
CHX
– –
-10,309
148 149
150
151 152