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
1251
$764K 0.01%
7,735
-2,263
1252
$763K 0.01%
+13,723
1253
$760K 0.01%
23,131
+1,362
1254
$760K 0.01%
9,912
+973
1255
$760K 0.01%
14,338
-3,828
1256
$756K 0.01%
17,804
+1,180
1257
$753K 0.01%
17,038
-529
1258
$749K 0.01%
19,253
-951
1259
$749K 0.01%
14,999
-751
1260
$748K 0.01%
+22,344
1261
$748K 0.01%
19,497
+10,781
1262
$748K 0.01%
10,927
-78
1263
$747K 0.01%
27,476
+8,659
1264
$745K 0.01%
27,339
+2,490
1265
$745K 0.01%
10,898
+4,413
1266
$744K 0.01%
+32,905
1267
$742K 0.01%
16,989
-1,400
1268
$738K 0.01%
10,628
-229
1269
$738K 0.01%
+28,700
1270
$738K 0.01%
31,984
+3,712
1271
$735K 0.01%
10,774
-1,880
1272
$734K 0.01%
4,452
+513
1273
$731K 0.01%
+17,338
1274
$729K 0.01%
28,127
+14,005
1275
$722K 0.01%
33,485
+565
49 50
51
52 53