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
2051
$805K ﹤0.01%
26,437
-10,870
2052
$801K ﹤0.01%
9,970
+4,447
2053
$797K ﹤0.01%
82,148
2054
$797K ﹤0.01%
11,208
+102
2055
$796K ﹤0.01%
49,911
-588
2056
$795K ﹤0.01%
34,204
+410
2057
$795K ﹤0.01%
86,920
+22,266
2058
$793K ﹤0.01%
131,877
+16,424
2059
$792K ﹤0.01%
6,799
-851
2060
$791K ﹤0.01%
20,767
2061
$790K ﹤0.01%
5,717
-7,713
2062
$790K ﹤0.01%
10,197
-686
2063
$788K ﹤0.01%
41,104
-3,562
2064
$788K ﹤0.01%
+24,900
2065
$788K ﹤0.01%
15,688
+1,298
2066
$787K ﹤0.01%
8,019
-239
2067
$786K ﹤0.01%
16,396
-5,279
2068
$785K ﹤0.01%
16,919
+4,194
2069
$784K ﹤0.01%
13,589
-1,387
2070
$784K ﹤0.01%
42,217
-5,845
2071
$782K ﹤0.01%
103,434
+16,919
2072
$781K ﹤0.01%
38,637
-14,805
2073
$780K ﹤0.01%
14,479
+7,128
2074
$778K ﹤0.01%
7,425
+3,684
2075
$778K ﹤0.01%
33,239
+1,823