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
2151
– –
-4,973
2152
– –
-15,677
2153
– –
-25,193
2154
– –
-6,495
2155
– –
-5,322
2156
– –
-3,920
2157
– –
-36,835
2158
– –
-43,386
2159
– –
-31,037
2160
– –
-4,646
2161
– –
-22,273
2162
– –
-601
2163
– –
-329
2164
– –
-71,903
2165
– –
-17,315
2166
– –
-36,481
2167
– –
-2,314
2168
– –
-13,924
2169
– –
-9,294
2170
– –
-12,588
2171
– –
-4,499
2172
– –
-58,964
2173
– –
-6,071
2174
– –
-2,006
2175
– –
-12,555
85 86
87
88 89