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
601
$12.1M 0.02%
349,783
+241,438
602
$12.1M 0.02%
+164,299
603
$12M 0.02%
470,354
-48,075
604
$12M 0.02%
305,834
-52,498
605
$11.9M 0.02%
301,005
-183
606
$11.9M 0.02%
46,465
-1,090
607
$11.8M 0.02%
91,681
+326
608
$11.8M 0.02%
132,568
+45,049
609
$11.8M 0.02%
+431,536
610
$11.7M 0.02%
907,498
-442,734
611
$11.7M 0.02%
362,732
+13,001
612
$11.7M 0.02%
+537,340
613
$11.7M 0.02%
287,470
+42,488
614
$11.6M 0.02%
347,946
-3,016
615
$11.6M 0.02%
52,151
-2,395
616
$11.6M 0.02%
444,346
-18,298
617
$11.5M 0.02%
116,582
-2,264
618
$11.5M 0.02%
333,911
+19,601
619
$11.5M 0.02%
427,520
+6,930
620
$11.4M 0.02%
365,582
+33,931
621
$11.3M 0.02%
163,296
+6,344
622
$11.3M 0.02%
226,659
+11,693
623
$11.3M 0.02%
454,460
-5,334
624
$11.2M 0.02%
71,877
-813
625
$11.2M 0.02%
611,535
+36,069
23 24
25
26 27