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
$88.1B
AUM Growth
+$8.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$112M
3
+$105M
4
AAPL icon
Apple
AAPL
+$80.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$75.6M

Top Sells

1
+$170M
2
+$102M
3
+$74.1M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$39.3M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$37M

Sector Composition

1 Technology 13.98%
2 Financials 9.7%
3 Consumer Discretionary 5.72%
4 Healthcare 4.98%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWC icon
1526
iShares Micro-Cap ETF
IWC
$1.08B
$2.43M ﹤0.01%
16,292
+479
MFG icon
1527
Mizuho Financial
MFG
$94.1B
$2.43M ﹤0.01%
362,454
+29,222
SOLV icon
1528
Solventum
SOLV
$14.2B
$2.4M ﹤0.01%
32,926
-1,486
SIL icon
1529
Global X Silver Miners ETF NEW
SIL
$4.62B
$2.39M ﹤0.01%
33,382
+3,236
GHLD
1530
DELISTED
Guild Holdings
GHLD
$2.39M ﹤0.01%
119,651
-4,516
SMR icon
1531
NuScale Power
SMR
$5.01B
$2.38M ﹤0.01%
66,109
+16,629
CUBE icon
1532
CubeSmart
CUBE
$8.29B
$2.38M ﹤0.01%
58,449
+20,163
LW icon
1533
Lamb Weston
LW
$8.29B
$2.38M ﹤0.01%
40,908
-5,956
DOCS icon
1534
Doximity
DOCS
$8.49B
$2.37M ﹤0.01%
32,414
-32
GH icon
1535
Guardant Health
GH
$13.5B
$2.37M ﹤0.01%
37,900
-217
AEHR icon
1536
Aehr Test Systems
AEHR
$698M
$2.36M ﹤0.01%
78,340
+64,950
JENA
1537
Jena Acquisition Corp II
JENA
$296M
$2.36M ﹤0.01%
+232,152
RGA icon
1538
Reinsurance Group of America
RGA
$13.3B
$2.36M ﹤0.01%
12,261
+1,043
HSIC icon
1539
Henry Schein
HSIC
$9.12B
$2.35M ﹤0.01%
35,477
-2,160
XOP icon
1540
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.84B
$2.35M ﹤0.01%
17,811
+187
IJUL icon
1541
Innovator International Developed Power Buffer ETF July
IJUL
$235M
$2.35M ﹤0.01%
72,023
+15,648
CMC icon
1542
Commercial Metals
CMC
$7.87B
$2.35M ﹤0.01%
41,028
-11,143
UDEC icon
1543
Innovator US Equity Ultra Buffer ETF December
UDEC
$237M
$2.34M ﹤0.01%
61,060
-95,086
MATX icon
1544
Matsons
MATX
$3.77B
$2.34M ﹤0.01%
23,736
-5,457
MP icon
1545
MP Materials
MP
$9.59B
$2.34M ﹤0.01%
34,826
-17,957
MMSI icon
1546
Merit Medical Systems
MMSI
$5.14B
$2.33M ﹤0.01%
27,953
-4,394
TNL icon
1547
Travel + Leisure Co
TNL
$4.56B
$2.32M ﹤0.01%
38,994
-1,187
GMED icon
1548
Globus Medical
GMED
$11.6B
$2.32M ﹤0.01%
40,466
+1,782
RLI icon
1549
RLI Corp
RLI
$5.97B
$2.31M ﹤0.01%
35,395
-8,947
CSQ icon
1550
Calamos Strategic Total Return Fund
CSQ
$3.03B
$2.31M ﹤0.01%
119,666
+860
60 61
62
63 64