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
2001
$674K ﹤0.01%
3,557
-281
2002
$666K ﹤0.01%
44,666
+25,587
2003
$665K ﹤0.01%
13,281
-484
2004
$665K ﹤0.01%
63,030
-471
2005
$663K ﹤0.01%
13,573
+1,924
2006
$662K ﹤0.01%
4,183
-967
2007
$662K ﹤0.01%
28,297
-811
2008
$661K ﹤0.01%
24,912
-889
2009
$660K ﹤0.01%
26,272
+17,060
2010
$659K ﹤0.01%
15,379
-317
2011
$659K ﹤0.01%
17,769
+3,919
2012
$658K ﹤0.01%
159,876
-10,821
2013
$658K ﹤0.01%
5,535
-1,655
2014
$658K ﹤0.01%
19,244
+9
2015
$657K ﹤0.01%
39,466
+6,555
2016
$656K ﹤0.01%
24,620
-3,962
2017
$656K ﹤0.01%
127,820
+241
2018
$656K ﹤0.01%
3,760
+628
2019
$654K ﹤0.01%
59,824
+9,820
2020
$654K ﹤0.01%
9,947
+2,887
2021
$653K ﹤0.01%
75,488
+3,658
2022
$653K ﹤0.01%
6,120
+56
2023
$652K ﹤0.01%
11,101
+2,020
2024
$650K ﹤0.01%
126,206
-175
2025
$649K ﹤0.01%
20,725
+38
79 80
81
82 83