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
2076
$19K ﹤0.01%
2
2077
$18K ﹤0.01%
+1,500
2078
$18K ﹤0.01%
4,078
2079
$17K ﹤0.01%
1,510
2080
$14K ﹤0.01%
187
2081
$13K ﹤0.01%
10,000
2082
$12K ﹤0.01%
1,202
+118
2083
$12K ﹤0.01%
27
2084
$12K ﹤0.01%
15,666
2085
$11K ﹤0.01%
714
2086
$11K ﹤0.01%
9,438
2087
$11K ﹤0.01%
+1,462
2088
$8K ﹤0.01%
1,071
2089
$8K ﹤0.01%
4
2090
$7K ﹤0.01%
+313
2091
$6K ﹤0.01%
110
2092
$4K ﹤0.01%
10,000
2093
$4K ﹤0.01%
89
+7
2094
$4K ﹤0.01%
747
2095
$3K ﹤0.01%
+60
2096
$3K ﹤0.01%
43
2097
$1K ﹤0.01%
523
-36
2098
– –
-10,729
2099
– –
-13,745
2100
– –
-21,890
82 83
84
85 86