HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$53.2B
AUM Growth
+$2.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,543
New
Increased
Reduced
Closed

Top Buys

1
+$403M
2
+$197M
3
+$181M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$139M
5
AAPL icon
Apple
AAPL
+$107M

Top Sells

1
+$43M
2
+$39M
3
+$38.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$37.2M
5
KDK
Kodiak AI
KDK
+$33.6M

Sector Composition

1 Technology 13.35%
2 Financials 10.49%
3 Healthcare 7.52%
4 Consumer Discretionary 6.41%
5 Industrials 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$21.1M 0.04%
1,331,390
+1,321,390
427
$21.1M 0.04%
647,071
+92,901
428
$21M 0.04%
502,210
+116,798
429
$20.9M 0.04%
492,916
+13,000
430
$20.9M 0.04%
619,233
+554,855
431
$20.8M 0.04%
235,388
+74,756
432
$20.8M 0.04%
396,774
+75,806
433
$20.8M 0.04%
678,576
+2,890
434
$20.7M 0.04%
183,316
-15,925
435
– –
0
436
$20.5M 0.04%
99,602
-567
437
$20.5M 0.04%
147,277
+12,180
438
$20.5M 0.04%
161,576
+53,350
439
$20.5M 0.04%
497,614
-1,237
440
$20.2M 0.04%
523,657
+23,151
441
$19.9M 0.04%
350,610
-8,671
442
$19.9M 0.04%
432,996
+96,420
443
$19.9M 0.04%
668,954
+22,650
444
$19.9M 0.04%
274,639
-221,826
445
$19.8M 0.04%
110,691
+83,546
446
$19.8M 0.04%
195,633
+25,375
447
$19.7M 0.04%
163,093
+19
448
$19.7M 0.04%
100,030
+1,703
449
$19.7M 0.04%
585,770
+23,385
450
$19.7M 0.04%
556,230
+431,211
16 17
18
19 20