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
$53.2B
AUM Growth
+$2.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,543
New
Increased
Reduced
Closed

Top Buys

1
+$390M
2
+$230M
3
+$165M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$137M
5
AAPL icon
Apple
AAPL
+$100M

Top Sells

1
+$44.1M
2
+$39.7M
3
+$38M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$37.1M
5
BEN icon
Franklin Resources
BEN
+$34.9M

Sector Composition

1 Technology 13.34%
2 Financials 10.49%
3 Healthcare 7.52%
4 Consumer Discretionary 6.41%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$727K ﹤0.01%
14,282
-2,256
1952
$727K ﹤0.01%
20,433
+12,369
1953
$726K ﹤0.01%
5,621
-10,508
1954
$726K ﹤0.01%
54,235
+15,624
1955
$726K ﹤0.01%
18,734
+1,015
1956
$725K ﹤0.01%
18,988
+583
1957
$724K ﹤0.01%
11,658
+35
1958
$718K ﹤0.01%
42,287
+3,321
1959
$713K ﹤0.01%
3,019
-93
1960
$712K ﹤0.01%
11,243
+2,143
1961
$711K ﹤0.01%
+7,157
1962
$711K ﹤0.01%
113,491
-4,392
1963
$710K ﹤0.01%
806,852
1964
$708K ﹤0.01%
6,672
+33
1965
$703K ﹤0.01%
+30,085
1966
$703K ﹤0.01%
14,188
-2,148
1967
$703K ﹤0.01%
6,719
-1,564
1968
$701K ﹤0.01%
+23,497
1969
$700K ﹤0.01%
26,803
+1,521
1970
$700K ﹤0.01%
14,034
1971
$700K ﹤0.01%
30,755
+555
1972
$698K ﹤0.01%
628
+41
1973
$697K ﹤0.01%
14,139
-3,546
1974
$697K ﹤0.01%
10,281
+589
1975
$697K ﹤0.01%
+28,160
77 78
79
80 81