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
2026
$648K ﹤0.01%
34,320
+295
2027
$646K ﹤0.01%
12,285
+2,879
2028
$645K ﹤0.01%
30,724
+2,752
2029
$645K ﹤0.01%
6,119
+101
2030
$643K ﹤0.01%
8,357
-2,424
2031
$643K ﹤0.01%
6,600
+1,155
2032
$642K ﹤0.01%
19,212
-3,636
2033
$641K ﹤0.01%
4,645
+712
2034
$641K ﹤0.01%
105,047
-110,471
2035
$641K ﹤0.01%
5,225
+355
2036
$641K ﹤0.01%
+61,320
2037
$637K ﹤0.01%
6,512
+1,170
2038
$637K ﹤0.01%
105,701
-20,830
2039
$636K ﹤0.01%
25,369
+881
2040
$635K ﹤0.01%
12,898
-1,433
2041
$634K ﹤0.01%
+17,466
2042
$634K ﹤0.01%
29,768
+210
2043
$633K ﹤0.01%
19,671
+321
2044
$633K ﹤0.01%
3,190
-31
2045
$632K ﹤0.01%
10,885
-2
2046
$632K ﹤0.01%
15,291
+4,846
2047
$632K ﹤0.01%
27,396
-6,852
2048
$632K ﹤0.01%
2,990
-738
2049
$631K ﹤0.01%
13,564
-4,846
2050
$631K ﹤0.01%
24,362
+389
80 81
82
83 84