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
826
$2.13M 0.02%
21,560
+650
827
$2.13M 0.02%
+102,592
828
$2.12M 0.02%
105,181
+5,930
829
$2.12M 0.02%
167,670
-12,757
830
$2.11M 0.02%
85,883
-23,292
831
$2.11M 0.02%
70,620
+58,423
832
$2.09M 0.02%
+172,000
833
$2.09M 0.02%
40,980
-13,492
834
$2.09M 0.02%
12,358
+6,845
835
$2.09M 0.02%
64,571
+55,338
836
$2.07M 0.02%
54,675
+1,168
837
$2.07M 0.02%
33,617
+8,065
838
$2.07M 0.02%
114,280
+17,711
839
$2.06M 0.02%
26,700
-999
840
$2.06M 0.02%
159,512
-10,100
841
$2.06M 0.02%
15,899
+1,023
842
$2.05M 0.02%
47,571
-22,080
843
$2.05M 0.02%
172,534
+11,930
844
$2.04M 0.02%
30,074
-683
845
$2.03M 0.02%
130,042
+49,109
846
$2.02M 0.02%
79,646
+35,404
847
$2.01M 0.02%
18,210
+4,516
848
$2M 0.02%
40,625
+16,520
849
$1.99M 0.02%
11,988
-1,283
850
$1.99M 0.02%
8,977
-48
32 33
34
35 36