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
76
$35.2M 0.28%
540,051
-79,460
77
$34.8M 0.27%
643,688
+22,863
78
$33.5M 0.26%
147,357
+2,361
79
$33.1M 0.26%
388,125
-11,121
80
$32.6M 0.26%
412,841
+3,659
81
$32.3M 0.25%
459,943
-17,870
82
$32.2M 0.25%
177,585
+121
83
$32.2M 0.25%
581,399
-51,804
84
$32.1M 0.25%
526,504
-4,416
85
$31.7M 0.25%
107,293
-3,338
86
$31.7M 0.25%
298,319
-21,569
87
$31.3M 0.25%
392,468
-12,700
88
$31M 0.24%
446,902
+27,390
89
$30.4M 0.24%
623,089
+5,783
90
$30.1M 0.24%
1,577,329
+44,618
91
$29.8M 0.23%
726,730
+42,407
92
$29.1M 0.23%
519,372
+22,486
93
$28.3M 0.22%
400,040
-5,537
94
$26.9M 0.21%
402,986
+1,358
95
$26.7M 0.21%
1,570,931
+632,537
96
$26.7M 0.21%
313,049
-27,959
97
$26.5M 0.21%
603,066
-69,421
98
$25.9M 0.2%
516,837
+4,080
99
$25.7M 0.2%
165,010
+54,938
100
$25.3M 0.2%
998,976
+54,886
2 3
4
5 6