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
$12.8B
AUM Growth
+$836M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,260
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$58.7M
3
+$43.3M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$36.7M
5
AVGO icon
Broadcom
AVGO
+$20.9M

Top Sells

1
+$22.3M
2
+$13.4M
3
+$13M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$11.1M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$11M

Sector Composition

1 Technology 10.57%
2 Financials 9.86%
3 Healthcare 8.76%
4 Industrials 7.03%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$6.13M 0.05%
460,930
+249,439
427
$6.12M 0.05%
66,644
+881
428
$6.12M 0.05%
78,071
+957
429
$6.08M 0.05%
20,731
+3,051
430
$6.05M 0.05%
386,211
+159,190
431
$6.03M 0.05%
241,587
+40,998
432
$6.02M 0.05%
83,764
+1,903
433
$5.98M 0.05%
363,981
+21,018
434
$5.96M 0.05%
71,513
+816
435
$5.96M 0.05%
487,208
+131,371
436
$5.95M 0.05%
226,354
+215,308
437
$5.94M 0.05%
119,777
+6,654
438
$5.94M 0.05%
119,999
-3,752
439
$5.93M 0.05%
90,026
+8,136
440
$5.93M 0.05%
86,745
-4,912
441
$5.93M 0.05%
103,740
+3,164
442
$5.92M 0.05%
104,036
-1,382
443
$5.91M 0.05%
119,258
+5,011
444
$5.89M 0.05%
208,339
-4,850
445
$5.89M 0.05%
83,710
-909
446
$5.85M 0.05%
78,493
+142
447
$5.82M 0.05%
378,129
-61,146
448
$5.71M 0.04%
71,255
-810
449
$5.71M 0.04%
246,880
+26,210
450
$5.7M 0.04%
60,784
+5,539
16 17
18
19 20