HighTower Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$716M |
| 2 |
Apple
AAPL
|
+$585M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$284M |
| 4 |
Amazon
AMZN
|
+$227M |
| 5 |
Bank of America
BAC
|
+$143M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$75.1M |
| 2 |
RTX Corp
RTX
|
+$56.8M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$34.4M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$32.5M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$31.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 12.56% |
| 2 | Technology | 11.74% |
| 3 | Healthcare | 8.7% |
| 4 | Consumer Discretionary | 5.38% |
| 5 | Consumer Staples | 5.14% |
Similar funds
HighTower Advisors's Q1 2020 Portfolio in Review
As of Q1 2020, HighTower Advisors held 2,624 positions worth $15.4B, down 8.8% from $16.9B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
HighTower Advisors deployed $2.63B of net new capital in Q1 2020, opening 360 new positions and adding to 790 existing holdings. Its largest new stake was Berkshire Hathaway Class A: 2,247 shares worth $611M.
By sector, the portfolio is most concentrated in Financials at 13% of assets, up from 8.2% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $75.1M trimmed.
- HighTower Advisors's largest Q1 2020 buy was Berkshire Hathaway Class A: 2,247 shares worth $611M.
- HighTower Advisors added most to Vanguard S&P 500 ETF in Q1 2020, an estimated $97.6M increase.
- HighTower Advisors's biggest Q1 2020 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $75.1M.
- HighTower Advisors fully exited RTX Corp in Q1 2020, selling an estimated $56.8M.
- HighTower Advisors's ten largest holdings make up 21% of its $15.4B portfolio in Q1 2020.
- HighTower Advisors opened 360 new positions and closed 410 in Q1 2020.
- HighTower Advisors's portfolio value fell 8.8% quarter-over-quarter to $15.4B.
Based on HighTower Advisors's 13F filing for Q1 2020, filed 21 May 2020.