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
526
$15.7M 0.03%
227,012
+2,332
527
$15.6M 0.03%
638,883
-26,643
528
$15.6M 0.03%
152,409
+2,388
529
$15.6M 0.03%
616,392
+106,780
530
$15.5M 0.03%
363,796
+31,444
531
$15.4M 0.03%
454,785
+7,063
532
$15.4M 0.03%
21,203
-29
533
$15.4M 0.03%
115,356
+476
534
$15.4M 0.03%
179,420
+1,045
535
$15.3M 0.03%
348,913
+3,428
536
$15.3M 0.03%
560,134
-26,346
537
$15.2M 0.03%
684,910
+4,683
538
$15.2M 0.03%
446,465
+275
539
$15.2M 0.03%
201,217
+4,630
540
$15.1M 0.03%
136,045
+36,864
541
$14.9M 0.03%
34,217
+1,468
542
$14.9M 0.03%
274,962
-555
543
$14.8M 0.03%
87,655
+581
544
$14.8M 0.03%
576,851
-42,124
545
$14.8M 0.03%
47,097
+338
546
$14.7M 0.03%
227,265
-14,391
547
$14.7M 0.03%
1,518,137
+56,000
548
$14.7M 0.03%
213,831
+3,584
549
$14.6M 0.03%
139,465
+6,560
550
$14.5M 0.03%
44,060
+1,743
20 21
22
23 24