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
$12.8B
AUM Growth
+$836M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,260
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$58.7M
3
+$43.3M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$36.7M
5
AVGO icon
Broadcom
AVGO
+$20.9M

Top Sells

1
+$22.3M
2
+$13.4M
3
+$13M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$11.1M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$11M

Sector Composition

1 Technology 10.57%
2 Financials 9.86%
3 Healthcare 8.76%
4 Industrials 7.03%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$42K ﹤0.01%
+1,318
2052
$41K ﹤0.01%
14,398
2053
$40K ﹤0.01%
5,767
2054
$40K ﹤0.01%
2,100
2055
$38K ﹤0.01%
12,411
+1,000
2056
$38K ﹤0.01%
170
2057
$37K ﹤0.01%
+13,373
2058
$36K ﹤0.01%
10,000
2059
$36K ﹤0.01%
13,600
2060
$35K ﹤0.01%
500
-140
2061
$35K ﹤0.01%
+1,471
2062
– –
0
2063
$33K ﹤0.01%
122
2064
$33K ﹤0.01%
27,800
+4,400
2065
$32K ﹤0.01%
791
+86
2066
$32K ﹤0.01%
+9,600
2067
$28K ﹤0.01%
1,000
2068
$28K ﹤0.01%
+458
2069
$25K ﹤0.01%
43
2070
$25K ﹤0.01%
12,000
2071
$23K ﹤0.01%
92,000
+46,000
2072
$23K ﹤0.01%
30,000
2073
$22K ﹤0.01%
3,361
-473
2074
$22K ﹤0.01%
24
2075
$21K ﹤0.01%
+730
81 82
83
84 85