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
101
$25.2M 0.2%
376,753
-31,249
102
$25.1M 0.2%
242,157
-50,606
103
$25.1M 0.2%
600,268
+21,072
104
$24.9M 0.19%
494,353
+66,548
105
$24.8M 0.19%
235,415
+1,445
106
$24.6M 0.19%
355,792
+3,781
107
$24.5M 0.19%
597,711
-6,664
108
$24.3M 0.19%
156,275
-6,648
109
$24.3M 0.19%
125,710
-3,997
110
$24.3M 0.19%
496,637
+265,765
111
$23.7M 0.19%
456,986
+22,213
112
$23.3M 0.18%
313,774
-34,388
113
$23.3M 0.18%
211,055
-26,483
114
– –
0
115
$22.7M 0.18%
427,864
+108
116
$22.6M 0.18%
359,489
+64,209
117
$22.6M 0.18%
1,178,652
-91,606
118
$22.6M 0.18%
361,766
-1,622
119
$22.5M 0.18%
276,928
+217
120
$22.5M 0.18%
92,643
-16,511
121
$22.3M 0.17%
281,595
+4,285
122
$22.3M 0.17%
344,180
-3,613
123
$22.3M 0.17%
146,421
-26,239
124
$21.8M 0.17%
106,744
+22,158
125
$21.7M 0.17%
431,427
+6,122
3 4
5
6 7