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
$70B
AUM Growth
+$5.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,634
New
Increased
Reduced
Closed

Top Buys

1
+$57.4M
2
+$37.6M
3
+$35.9M
4
TFC icon
Truist Financial
TFC
+$34.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$33.9M

Top Sells

1
+$2.08B
2
+$70.3M
3
+$65.2M
4
LRCX icon
Lam Research
LRCX
+$62.8M
5
SN icon
SharkNinja
SN
+$41.1M

Sector Composition

1 Technology 13.57%
2 Financials 9.89%
3 Consumer Discretionary 6.39%
4 Healthcare 6.15%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$14.8M 0.02%
329,262
-1,146
602
$14.8M 0.02%
134,901
+24,995
603
$14.7M 0.02%
463,376
+74,019
604
$14.7M 0.02%
105,287
-44,456
605
$14.7M 0.02%
71,265
-5,707
606
$14.6M 0.02%
580,746
+63,859
607
$14.5M 0.02%
50,001
+70
608
$14.5M 0.02%
726,677
+17,431
609
$14.5M 0.02%
538,773
+9,698
610
$14.5M 0.02%
354,225
-8,974
611
$14.4M 0.02%
161,795
-9,957
612
$14.4M 0.02%
132,338
+46,680
613
$14.4M 0.02%
235,675
+89,671
614
$14.4M 0.02%
394,887
+7,570
615
$14.3M 0.02%
186,045
-4,675
616
$14.3M 0.02%
258,033
+35,549
617
$14.3M 0.02%
218,981
-2,542
618
$14.3M 0.02%
300,432
+33,497
619
$14.2M 0.02%
402,491
-32,476
620
$14.2M 0.02%
246,756
-54,690
621
$14.2M 0.02%
212,282
+12,410
622
$14.2M 0.02%
27,508
+1,212
623
$14.1M 0.02%
297,015
+32,421
624
$14.1M 0.02%
73,613
-653
625
$14M 0.02%
600,014
+14,203
23 24
25
26 27