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
2076
$608K ﹤0.01%
26,936
-12,919
2077
$606K ﹤0.01%
41,668
+922
2078
$604K ﹤0.01%
13,526
+424
2079
$602K ﹤0.01%
26,434
+1,948
2080
$601K ﹤0.01%
12,923
-620
2081
$601K ﹤0.01%
72,097
-6,244
2082
$600K ﹤0.01%
13,131
+44
2083
$600K ﹤0.01%
17,852
-64,295
2084
$600K ﹤0.01%
29,905
2085
$599K ﹤0.01%
10,775
-2,039
2086
$599K ﹤0.01%
43,949
2087
$597K ﹤0.01%
173,709
+26,373
2088
$597K ﹤0.01%
6,176
+687
2089
$596K ﹤0.01%
82,994
-13,747
2090
$594K ﹤0.01%
78,798
2091
$592K ﹤0.01%
+22,259
2092
$590K ﹤0.01%
86,214
-432
2093
$590K ﹤0.01%
59,343
-4,190
2094
$589K ﹤0.01%
28,716
-1,613
2095
$588K ﹤0.01%
15,370
-1,210
2096
$587K ﹤0.01%
+8,005
2097
$586K ﹤0.01%
27,513
+8,509
2098
$585K ﹤0.01%
22,966
+7,220
2099
$585K ﹤0.01%
15,666
+101
2100
$584K ﹤0.01%
18,035
+3,270
82 83
84
85 86