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
2101
– –
-105,313
2102
– –
-51,914
2103
– –
-2,048
2104
– –
-12,836
2105
– –
-36,158
2106
– –
-2,397
2107
– –
-15,350
2108
– –
-12,141
2109
– –
-162,465
2110
– –
-19,575
2111
– –
-107
2112
– –
-24,505
2113
– –
-36,296
2114
– –
-30,586
2115
– –
-7,049
2116
– –
-7,224
2117
– –
-8,035
2118
– –
-18,954
2119
– –
-36,367
2120
– –
-16,556
2121
– –
-184,011
2122
– –
-111,948
2123
– –
-4,256
2124
– –
-6,095
2125
– –
-19,830
83 84
85
86 87