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
1601
$1.3M ﹤0.01%
83,720
+12,423
1602
$1.3M ﹤0.01%
87,838
-8,284
1603
$1.29M ﹤0.01%
46,006
+2,604
1604
$1.29M ﹤0.01%
33,440
-6,905
1605
$1.29M ﹤0.01%
35,185
+4,083
1606
$1.29M ﹤0.01%
33,934
+27,084
1607
$1.29M ﹤0.01%
18,866
+965
1608
$1.28M ﹤0.01%
41,414
+285
1609
$1.28M ﹤0.01%
11,256
-1,350
1610
$1.28M ﹤0.01%
49,208
+10,925
1611
$1.28M ﹤0.01%
20,210
-295
1612
$1.27M ﹤0.01%
58,512
+2,165
1613
$1.27M ﹤0.01%
13,704
+3,085
1614
$1.27M ﹤0.01%
34,017
+545
1615
$1.27M ﹤0.01%
10,816
+249
1616
$1.27M ﹤0.01%
115,045
+13,843
1617
$1.26M ﹤0.01%
25,641
+891
1618
$1.26M ﹤0.01%
26,882
1619
$1.25M ﹤0.01%
10,730
-23
1620
$1.25M ﹤0.01%
68,430
-618
1621
$1.25M ﹤0.01%
21,801
+87
1622
$1.25M ﹤0.01%
60,987
-192
1623
$1.25M ﹤0.01%
10,924
+7,741
1624
$1.24M ﹤0.01%
41,502
+5
1625
$1.24M ﹤0.01%
30,993
-7,974
63 64
65
66 67