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
1501
$1.57M ﹤0.01%
16,355
-8,542
1502
$1.57M ﹤0.01%
45,841
+35,937
1503
$1.56M ﹤0.01%
15,948
+231
1504
$1.56M ﹤0.01%
22,629
-4,940
1505
$1.56M ﹤0.01%
23,646
-23,414
1506
$1.56M ﹤0.01%
30,605
1507
$1.56M ﹤0.01%
19,596
+1,132
1508
$1.56M ﹤0.01%
56,831
+1,000
1509
$1.56M ﹤0.01%
56,287
+7,212
1510
$1.55M ﹤0.01%
145,926
-330
1511
$1.55M ﹤0.01%
47,291
-22,743
1512
$1.55M ﹤0.01%
53,719
-1,210
1513
$1.55M ﹤0.01%
122,763
+65,599
1514
$1.54M ﹤0.01%
9,484
+500
1515
$1.54M ﹤0.01%
83,876
+4,214
1516
$1.53M ﹤0.01%
7,782
+524
1517
$1.53M ﹤0.01%
47,647
+810
1518
$1.53M ﹤0.01%
89,168
-6,761
1519
$1.53M ﹤0.01%
16,071
+865
1520
$1.53M ﹤0.01%
3,115
-510
1521
$1.52M ﹤0.01%
13,727
-44
1522
$1.52M ﹤0.01%
180,231
-156,011
1523
$1.52M ﹤0.01%
9,708
1524
$1.52M ﹤0.01%
26,841
+2,487
1525
$1.52M ﹤0.01%
6,493
+17
59 60
61
62 63