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
$53.2B
AUM Growth
+$2.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,543
New
Increased
Reduced
Closed

Top Buys

1
+$390M
2
+$230M
3
+$165M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$137M
5
AAPL icon
Apple
AAPL
+$100M

Top Sells

1
+$44.1M
2
+$39.7M
3
+$38M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$37.1M
5
BEN icon
Franklin Resources
BEN
+$34.9M

Sector Composition

1 Technology 13.34%
2 Financials 10.49%
3 Healthcare 7.52%
4 Consumer Discretionary 6.41%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$566K ﹤0.01%
14,053
-3,865
2127
$566K ﹤0.01%
4,668
-75
2128
$566K ﹤0.01%
24,789
+175
2129
$565K ﹤0.01%
6,945
+321
2130
$563K ﹤0.01%
4,158
+1,036
2131
$562K ﹤0.01%
30,473
+12,946
2132
$560K ﹤0.01%
102,000
+57,000
2133
$559K ﹤0.01%
8,945
+2,325
2134
$559K ﹤0.01%
8,180
+423
2135
$559K ﹤0.01%
192,670
-593,616
2136
$559K ﹤0.01%
10,697
-882
2137
$559K ﹤0.01%
2,713
+1,055
2138
$557K ﹤0.01%
29,038
+6
2139
$556K ﹤0.01%
50,050
-1,550
2140
$555K ﹤0.01%
11,213
+679
2141
$555K ﹤0.01%
19,094
+12,302
2142
$554K ﹤0.01%
9,302
+909
2143
$554K ﹤0.01%
15,712
+218
2144
$553K ﹤0.01%
37,726
-24,462
2145
$553K ﹤0.01%
19,339
+581
2146
$553K ﹤0.01%
10,227
+2,057
2147
$552K ﹤0.01%
10,836
+4,338
2148
$552K ﹤0.01%
18,250
-13,500
2149
$551K ﹤0.01%
31,386
+13,726
2150
$550K ﹤0.01%
9,260
+466
84 85
86
87 88