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
1951
$931K ﹤0.01%
14,126
-31
1952
$925K ﹤0.01%
+39,288
1953
$923K ﹤0.01%
8,913
+1,016
1954
$923K ﹤0.01%
2,349
-1,465
1955
$921K ﹤0.01%
12,641
-1,844
1956
$920K ﹤0.01%
11,905
-1,040
1957
$919K ﹤0.01%
41,866
-396
1958
$918K ﹤0.01%
16,073
-1,691
1959
$917K ﹤0.01%
32,700
-1,503
1960
$917K ﹤0.01%
8,032
-334
1961
$915K ﹤0.01%
11,778
-1,038
1962
$911K ﹤0.01%
20,241
-3,467
1963
$910K ﹤0.01%
35,166
-299,184
1964
$910K ﹤0.01%
19,563
+1,320
1965
$908K ﹤0.01%
70,467
-496,802
1966
$906K ﹤0.01%
2,627
+55
1967
$905K ﹤0.01%
20,858
+59
1968
$903K ﹤0.01%
3,325
+189
1969
$903K ﹤0.01%
143,393
+107,560
1970
$903K ﹤0.01%
+25,999
1971
$902K ﹤0.01%
12,608
+1,497
1972
$901K ﹤0.01%
29,602
+440
1973
$901K ﹤0.01%
39,585
+862
1974
$900K ﹤0.01%
10,888
+392
1975
$900K ﹤0.01%
27,276
+144