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
2176
– –
-10,062
2177
– –
-19,008
2178
– –
-295,016
2179
– –
-11,886
2180
– –
-10,659
2181
– –
-2,119
2182
– –
-11,185
2183
– –
-17,643
2184
– –
-17,653
2185
– –
-7,140
2186
– –
-7,274
2187
– –
-13,100
2188
– –
-5,062
2189
– –
-107,470
2190
– –
-2,253
2191
– –
-9,849
2192
– –
-28,271
2193
– –
-87,528
2194
– –
-3,939
2195
– –
-5,208
2196
– –
-11,114
2197
– –
-11,300
2198
– –
-14,446
2199
– –
-8,782
2200
– –
-46,036
86 87
88
89 90