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
2076
$773K ﹤0.01%
17,724
2077
$773K ﹤0.01%
5,234
-788
2078
$773K ﹤0.01%
5,884
+582
2079
$770K ﹤0.01%
11,699
+7,194
2080
$767K ﹤0.01%
+28,812
2081
$765K ﹤0.01%
147,400
-387,987
2082
$764K ﹤0.01%
21,938
+251
2083
$763K ﹤0.01%
17,181
-23,223
2084
$763K ﹤0.01%
3,221
+167
2085
$762K ﹤0.01%
8,138
-44,884
2086
$761K ﹤0.01%
9,663
-1,429
2087
$761K ﹤0.01%
10,939
+425
2088
$760K ﹤0.01%
55,980
-2,297
2089
$760K ﹤0.01%
+75,436
2090
$759K ﹤0.01%
50,102
+6,885
2091
$759K ﹤0.01%
9,836
-362
2092
$758K ﹤0.01%
17,278
+2,421
2093
$758K ﹤0.01%
40,722
+20,180
2094
$756K ﹤0.01%
19,305
-4,821
2095
$756K ﹤0.01%
31,341
-11,620
2096
$756K ﹤0.01%
8,500
+258
2097
$755K ﹤0.01%
19,783
-8,020
2098
$753K ﹤0.01%
2,723
+978
2099
$751K ﹤0.01%
15,852
+2,856
2100
$751K ﹤0.01%
4,592
+936