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
501
$16.8M 0.03%
216,000
-7,406
502
$16.8M 0.03%
309,960
-54,485
503
$16.7M 0.03%
160,418
+29,280
504
$16.7M 0.03%
354,828
+151,119
505
$16.7M 0.03%
127,218
+14,771
506
$16.6M 0.03%
851,377
-37,255
507
$16.5M 0.03%
676,807
+115,787
508
$16.5M 0.03%
377,849
+36,984
509
$16.5M 0.03%
178,509
-447
510
$16.5M 0.03%
175,804
-56,401
511
$16.4M 0.03%
142,481
+186
512
$16.4M 0.03%
542,276
+9,535
513
– –
0
514
$16.3M 0.03%
474,030
+275
515
$16.2M 0.03%
144,773
+9,674
516
$16.2M 0.03%
760,392
-16,824
517
$16.1M 0.03%
82,868
+30,401
518
$16.1M 0.03%
482,701
-198,693
519
$16.1M 0.03%
670,944
+651,470
520
$16.1M 0.03%
274,183
-33,971
521
$16M 0.03%
+322,054
522
$16M 0.03%
271,551
+128,564
523
$15.9M 0.03%
86,701
+17,258
524
$15.7M 0.03%
342,611
+19,260
525
$15.7M 0.03%
215,389
-791
19 20
21
22 23