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
1151
$3.03M 0.01%
79,582
+8,234
1152
$3.03M 0.01%
53,053
+1,425
1153
$3M 0.01%
25,186
-983
1154
$2.99M 0.01%
7,775
-1,381
1155
$2.98M 0.01%
26,412
-5,387
1156
$2.98M 0.01%
44,940
+19,099
1157
$2.97M 0.01%
189,576
-2,520
1158
$2.97M 0.01%
92,693
-2,146
1159
$2.95M 0.01%
30,321
+53
1160
$2.95M 0.01%
7,221
+795
1161
$2.95M 0.01%
55,624
-12,432
1162
$2.93M 0.01%
38,036
-7,214
1163
$2.93M 0.01%
41,959
+507
1164
$2.93M 0.01%
131,581
+945
1165
$2.93M 0.01%
623,894
+4,345
1166
$2.92M 0.01%
21,892
+2,067
1167
$2.92M 0.01%
129,125
+12,232
1168
$2.92M 0.01%
280,635
-3,795
1169
$2.91M 0.01%
88,530
-20,270
1170
$2.91M 0.01%
51,050
+11,379
1171
$2.91M 0.01%
324,775
+24,478
1172
$2.9M 0.01%
32,103
+8,438
1173
$2.88M 0.01%
95,486
+34,102
1174
$2.85M 0.01%
37,558
-123
1175
$2.85M 0.01%
85,196
-71,058
45 46
47
48 49