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
626
$11.2M 0.02%
103,867
+12,193
627
$11.1M 0.02%
343,513
+45,044
628
$11.1M 0.02%
622,120
-11,154
629
$11M 0.02%
+770,256
630
$11M 0.02%
104,393
+86,148
631
$10.9M 0.02%
509,739
+8,054
632
$10.9M 0.02%
123,573
+24,013
633
$10.9M 0.02%
761,345
-58,214
634
$10.9M 0.02%
560,311
+92,423
635
$10.9M 0.02%
109,221
+5,167
636
$10.9M 0.02%
117,965
+5,515
637
$10.8M 0.02%
287,111
+14,458
638
$10.8M 0.02%
321,213
+16,720
639
$10.8M 0.02%
165,160
+112,907
640
$10.7M 0.02%
713,906
+661,530
641
$10.6M 0.02%
271,659
+213,133
642
$10.6M 0.02%
435,394
+208,323
643
$10.6M 0.02%
365,710
+39,386
644
$10.6M 0.02%
287,894
+65,027
645
$10.5M 0.02%
104,894
+26,397
646
$10.5M 0.02%
15,178
+1,951
647
$10.5M 0.02%
74,972
+1,534
648
$10.4M 0.02%
247,732
+1,480
649
$10.4M 0.02%
93,005
+9,491
650
$10.4M 0.02%
240,826
+876
24 25
26
27 28