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
$70B
AUM Growth
+$5.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,634
New
Increased
Reduced
Closed

Top Buys

1 +$58.2M
2 +$39M
3 +$37.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$35.2M
5
TFC icon
Truist Financial
TFC
+$34.5M

Top Sells

1 +$2.18B
2 +$73.3M
3 +$65.2M
4
LRCX icon
Lam Research
LRCX
+$62.8M
5
SN icon
SharkNinja
SN
+$51.4M

Sector Composition

1 Technology 13.57%
2 Financials 9.89%
3 Consumer Discretionary 6.39%
4 Healthcare 6.15%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$1.04M ﹤0.01%
20,627
+116
1902
$1.04M ﹤0.01%
12,485
+40
1903
$1.04M ﹤0.01%
20,730
-224
1904
$1.04M ﹤0.01%
9,885
-44,336
1905
$1.04M ﹤0.01%
+30,600
1906
$1.04M ﹤0.01%
7,140
-17,364
1907
$1.03M ﹤0.01%
+24,449
1908
$1.03M ﹤0.01%
26,003
+7,025
1909
$1.02M ﹤0.01%
19,448
-1,886
1910
$1.02M ﹤0.01%
22,333
+2,992
1911
$1.02M ﹤0.01%
31,836
-213
1912
$1.02M ﹤0.01%
10,729
-968
1913
$1.01M ﹤0.01%
21,516
-4,474
1914
$1.01M ﹤0.01%
14,077
-13,169
1915
$1.01M ﹤0.01%
10,432
+1,609
1916
$1.01M ﹤0.01%
24,428
+2,424
1917
$1M ﹤0.01%
19,658
+3,615
1918
$999K ﹤0.01%
2,998
-5,343
1919
$997K ﹤0.01%
14,086
-24,783
1920
$995K ﹤0.01%
8,466
-314
1921
$995K ﹤0.01%
12,441
-2,182
1922
$993K ﹤0.01%
25,157
-6,681
1923
$987K ﹤0.01%
94,358
+2,385
1924
$986K ﹤0.01%
3,998
+66
1925
$986K ﹤0.01%
35,904