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
576
$3.99M 0.03%
151,393
-442
577
$3.99M 0.03%
102,733
-9,492
578
$3.98M 0.03%
42,164
-604
579
$3.96M 0.03%
79,981
+24,038
580
$3.96M 0.03%
130,228
+26,747
581
$3.93M 0.03%
219,318
+65,218
582
$3.93M 0.03%
62,604
+10,150
583
$3.93M 0.03%
53,305
+2,136
584
$3.92M 0.03%
+93,283
585
$3.92M 0.03%
67,442
-4,718
586
$3.91M 0.03%
52,637
-2,029
587
$3.91M 0.03%
531,914
+165,886
588
$3.9M 0.03%
224,106
+98,867
589
$3.9M 0.03%
107,333
-1,464
590
$3.88M 0.03%
104,937
+2,774
591
$3.86M 0.03%
105,838
-3,885
592
$3.84M 0.03%
22,628
+6,637
593
$3.84M 0.03%
74,742
+282
594
$3.83M 0.03%
155,958
+11,951
595
$3.81M 0.03%
70,536
-1,171
596
$3.8M 0.03%
203,580
-21,095
597
$3.79M 0.03%
282,503
-498
598
$3.78M 0.03%
46,543
-1,627
599
$3.76M 0.03%
26,328
-1,085
600
$3.76M 0.03%
24,858
+855
22 23
24
25 26