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
51
$45.8M 0.36%
567,205
+37,983
52
$45.7M 0.36%
492,908
+19,046
53
$45.3M 0.35%
817,755
-115,364
54
$44.8M 0.35%
1,148,870
+74,310
55
$44.7M 0.35%
260,589
+2,863
56
$44.2M 0.35%
1,375,536
+30,015
57
$43.3M 0.34%
+1,887,920
58
$43M 0.34%
303,201
+26,134
59
$41.7M 0.33%
152,582
-6,375
60
$41.1M 0.32%
708,382
+198
61
$40.2M 0.31%
409,165
+25,419
62
$40.1M 0.31%
666,686
+33,768
63
$39.2M 0.31%
585,364
+32,951
64
$39.1M 0.31%
210,249
+197
65
$38.7M 0.3%
285,582
-651
66
$38.5M 0.3%
1,174,742
+381,361
67
$38.1M 0.3%
182,442
+2,541
68
$37.7M 0.3%
717,986
+6,202
69
$37.7M 0.3%
230,108
+37,505
70
$37.4M 0.29%
150,046
-20,391
71
$36.7M 0.29%
266,354
+324
72
$36.7M 0.29%
641,724
+32,129
73
$36.3M 0.28%
860,081
+14,914
74
$36.2M 0.28%
603,771
+107,323
75
$36.1M 0.28%
304,138
+35,107
1 2
3
4 5