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
676
$9.71M 0.02%
306,961
+3,325
677
$9.65M 0.02%
65,376
+2,863
678
$9.64M 0.02%
325,995
+2,381
679
$9.61M 0.02%
123,125
-1,948
680
$9.56M 0.02%
119,170
+18,821
681
$9.55M 0.02%
288,701
-24,972
682
$9.53M 0.02%
179,101
-18,829
683
$9.52M 0.02%
47,426
+321
684
$9.49M 0.02%
64,876
+910
685
$9.46M 0.02%
381,190
+60,461
686
$9.45M 0.02%
159,030
+92,924
687
$9.43M 0.02%
88,888
-15,542
688
$9.42M 0.02%
333,539
+6,888
689
$9.35M 0.02%
76,743
-1,204
690
$9.3M 0.02%
849,703
+4,186
691
$9.29M 0.02%
421,082
-223,355
692
$9.29M 0.02%
462,309
-2,999
693
$9.26M 0.02%
225,217
-6,706
694
$9.21M 0.02%
499,995
-8,322
695
$9.21M 0.02%
85,600
+10,066
696
$9.21M 0.02%
308,426
+6,137
697
$9.18M 0.02%
311,045
-177,687
698
$9.15M 0.02%
104,650
-17,187
699
$9.09M 0.02%
63,112
-40,329
700
$9.08M 0.02%
841,760
-2,427
26 27
28
29 30