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
151
$18.5M 0.15%
365,651
+22,512
152
$18.5M 0.14%
117,087
+7,046
153
$18.4M 0.14%
613,786
-2,529
154
$18.4M 0.14%
289,882
+50,338
155
$18.2M 0.14%
814,896
+420,495
156
$18M 0.14%
36,499
+2,261
157
$18M 0.14%
262,916
+177,421
158
$17.9M 0.14%
441,124
-13,008
159
$17.9M 0.14%
377,107
-18,428
160
$17.9M 0.14%
325,873
+2,431
161
$17.9M 0.14%
+272,173
162
$17.9M 0.14%
108,917
-163
163
$17.9M 0.14%
186,313
+2,916
164
$17.5M 0.14%
244,490
+8,989
165
$17.4M 0.14%
103,673
-6,991
166
$17.4M 0.14%
404,707
-260
167
$17.4M 0.14%
2,929,240
+92,640
168
$17.3M 0.14%
273,235
-525
169
$17.3M 0.14%
320,081
-68,450
170
$17.2M 0.14%
328,884
+56,902
171
$17.1M 0.13%
642,422
+196,439
172
$17.1M 0.13%
397,038
+8,177
173
$17.1M 0.13%
1,360,607
+135,605
174
$16.9M 0.13%
230,997
-8,704
175
$16.9M 0.13%
665,206
+27,103
5 6
7
8 9