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
651
$3.24M 0.03%
66,786
+54,120
652
$3.23M 0.03%
395,100
-73,001
653
$3.23M 0.03%
75,610
+70,147
654
$3.23M 0.03%
49,752
-4,572
655
$3.23M 0.03%
14,477
+2,647
656
$3.22M 0.03%
279,725
+15,806
657
$3.22M 0.03%
96,569
+3,071
658
$3.21M 0.03%
58,138
-1,708
659
$3.21M 0.03%
63,686
+27,531
660
$3.21M 0.03%
16,203
-1,220
661
$3.21M 0.03%
23,580
-3,840
662
$3.21M 0.03%
44,407
+40
663
$3.19M 0.03%
253,860
-44,877
664
$3.19M 0.03%
30,290
-325
665
$3.17M 0.02%
29,732
+3,933
666
$3.16M 0.02%
161,815
+8,158
667
$3.14M 0.02%
80,431
-1,269
668
$3.14M 0.02%
48,102
+27,028
669
$3.13M 0.02%
77,808
-3,422
670
$3.12M 0.02%
54,380
-29,181
671
$3.12M 0.02%
54,020
+6,986
672
$3.12M 0.02%
140,538
+33,266
673
$3.1M 0.02%
116,671
-300
674
$3.09M 0.02%
82,532
-27,501
675
$3.09M 0.02%
86,172
+2,666
25 26
27
28 29