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
1926
$767K ﹤0.01%
22,013
+12,392
1927
$766K ﹤0.01%
20,096
+6,994
1928
$766K ﹤0.01%
10,540
+1,880
1929
$759K ﹤0.01%
25,786
+7,075
1930
$759K ﹤0.01%
12,498
+992
1931
$757K ﹤0.01%
28,124
1932
$756K ﹤0.01%
+17,312
1933
$754K ﹤0.01%
7,396
+1,850
1934
$754K ﹤0.01%
12,800
+33
1935
$752K ﹤0.01%
84,861
-3,990
1936
$750K ﹤0.01%
7,242
-374
1937
$748K ﹤0.01%
16,929
+3,188
1938
$745K ﹤0.01%
22,624
+5
1939
$743K ﹤0.01%
11,658
+989
1940
$740K ﹤0.01%
3,052
+96
1941
$738K ﹤0.01%
30,878
-771
1942
$738K ﹤0.01%
50,000
-34
1943
$737K ﹤0.01%
10,475
-2,125
1944
$734K ﹤0.01%
17,468
-5,656
1945
$732K ﹤0.01%
17,151
-4,977
1946
$730K ﹤0.01%
27,801
-13,350
1947
$729K ﹤0.01%
4,835
+21
1948
$729K ﹤0.01%
41,445
-7,544
1949
$729K ﹤0.01%
74,250
+12,318
1950
$729K ﹤0.01%
9,465
+196
76 77
78
79 80