HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.23%
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
+$403M
2
+$197M
3
+$181M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$139M
5
AAPL icon
Apple
AAPL
+$107M

Top Sells

1
+$43M
2
+$39M
3
+$38.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$37.2M
5
KDK
Kodiak AI
KDK
+$33.6M

Sector Composition

1 Technology 13.35%
2 Financials 10.49%
3 Healthcare 7.52%
4 Consumer Discretionary 6.41%
5 Industrials 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$547K ﹤0.01%
20,988
2152
$547K ﹤0.01%
25,795
+252
2153
$547K ﹤0.01%
8,873
+943
2154
$546K ﹤0.01%
6,992
-2,466
2155
$545K ﹤0.01%
8,075
-4,342
2156
$545K ﹤0.01%
94,495
+2,302
2157
$544K ﹤0.01%
3,195
+560
2158
$543K ﹤0.01%
23,987
+1,866
2159
$543K ﹤0.01%
25,448
2160
$542K ﹤0.01%
9,837
+873
2161
$541K ﹤0.01%
12,001
+600
2162
$540K ﹤0.01%
24,000
2163
$540K ﹤0.01%
37,582
-191
2164
$540K ﹤0.01%
+18,324
2165
$539K ﹤0.01%
58,983
+251
2166
$539K ﹤0.01%
36,805
+19
2167
$538K ﹤0.01%
41,282
-3,931
2168
$538K ﹤0.01%
12,091
-177
2169
$536K ﹤0.01%
26,295
+9,958
2170
$536K ﹤0.01%
+9,743
2171
$535K ﹤0.01%
58,384
-12,612
2172
$534K ﹤0.01%
15,103
+2,784
2173
$531K ﹤0.01%
+20,486
2174
$529K ﹤0.01%
28,561
-5,013
2175
$528K ﹤0.01%
3,055
-102
85 86
87
88 89