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
$70B
AUM Growth
+$5.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,634
New
Increased
Reduced
Closed

Top Buys

1 +$58.2M
2 +$39M
3 +$37.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$35.2M
5
TFC icon
Truist Financial
TFC
+$34.5M

Top Sells

1 +$2.18B
2 +$73.3M
3 +$65.2M
4
LRCX icon
Lam Research
LRCX
+$62.8M
5
SN icon
SharkNinja
SN
+$51.4M

Sector Composition

1 Technology 13.57%
2 Financials 9.89%
3 Consumer Discretionary 6.39%
4 Healthcare 6.15%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$693K ﹤0.01%
7,877
+2,415
2152
$691K ﹤0.01%
79,655
+4,705
2153
$691K ﹤0.01%
22,808
+5,674
2154
$691K ﹤0.01%
126,001
+5,404
2155
$690K ﹤0.01%
22,429
+4,119
2156
$689K ﹤0.01%
12,827
-929
2157
$689K ﹤0.01%
110,992
+76,362
2158
$689K ﹤0.01%
13,516
-929
2159
$687K ﹤0.01%
2,996
+27
2160
$685K ﹤0.01%
111,112
+64,707
2161
$683K ﹤0.01%
26,576
+10,777
2162
$683K ﹤0.01%
78,798
2163
$683K ﹤0.01%
8,692
-2,733
2164
$680K ﹤0.01%
9,665
-50
2165
$678K ﹤0.01%
3,792
-290
2166
$678K ﹤0.01%
14,766
+3,045
2167
$674K ﹤0.01%
28,244
-144
2168
$674K ﹤0.01%
6,453
+819
2169
$673K ﹤0.01%
5,298
+75
2170
$673K ﹤0.01%
5,418
+364
2171
$672K ﹤0.01%
13,818
-1,324
2172
$670K ﹤0.01%
36,664
-7,242
2173
$668K ﹤0.01%
14,344
-2,225
2174
$668K ﹤0.01%
22,383
+892
2175
$666K ﹤0.01%
29,677
+1,268