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
1126
$3.2M 0.01%
43,483
+5,354
1127
$3.2M 0.01%
22,222
+204
1128
$3.18M 0.01%
108,887
-2,693
1129
$3.17M 0.01%
179,964
+1,249
1130
$3.16M 0.01%
46,544
+420
1131
$3.15M 0.01%
51,022
+121
1132
$3.14M 0.01%
69,048
+15,932
1133
$3.11M 0.01%
96,707
-1,285
1134
$3.1M 0.01%
105,035
+74,236
1135
$3.1M 0.01%
14,959
+663
1136
$3.1M 0.01%
365,622
+40,326
1137
$3.08M 0.01%
36,693
-835
1138
$3.08M 0.01%
15,054
-392
1139
$3.08M 0.01%
136,241
-22,758
1140
$3.06M 0.01%
66,095
-9,471
1141
$3.06M 0.01%
190,281
-1,054
1142
$3.06M 0.01%
103,226
1143
$3.06M 0.01%
284,539
-48,966
1144
$3.06M 0.01%
112,859
+20,660
1145
$3.05M 0.01%
182,408
+162,561
1146
$3.05M 0.01%
32,467
+288
1147
$3.05M 0.01%
76,180
+52,885
1148
$3.05M 0.01%
39,825
+659
1149
$3.05M 0.01%
57,993
+4,534
1150
$3.04M 0.01%
140,094
-3,500
44 45
46
47 48