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
601
$3.75M 0.03%
44,877
-2,040
602
$3.72M 0.03%
97,509
-734
603
$3.72M 0.03%
+3,615
604
$3.71M 0.03%
169,615
+21,236
605
$3.71M 0.03%
13,631
+1,175
606
$3.68M 0.03%
80,220
-5,169
607
$3.65M 0.03%
87,685
+2,056
608
$3.64M 0.03%
62,203
-58,413
609
$3.64M 0.03%
205,911
+50,707
610
$3.63M 0.03%
71,358
+6,573
611
$3.61M 0.03%
78,161
+1,900
612
$3.59M 0.03%
69,318
-84,288
613
$3.57M 0.03%
75,339
+4,573
614
$3.56M 0.03%
154,338
+20,699
615
$3.56M 0.03%
85,020
-731
616
$3.51M 0.03%
61,451
-126,406
617
$3.51M 0.03%
261,412
+228,166
618
$3.51M 0.03%
49,084
+42,702
619
$3.48M 0.03%
96,067
+3,290
620
$3.46M 0.03%
107,987
-6,019
621
$3.46M 0.03%
80,402
-1,931
622
$3.45M 0.03%
75,461
-5,846
623
$3.45M 0.03%
21,741
+4,098
624
$3.44M 0.03%
90,564
+11,396
625
$3.44M 0.03%
34,229
+1,927
23 24
25
26 27