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
2176
$528K ﹤0.01%
13,444
-87
2177
$528K ﹤0.01%
11,081
-5,761
2178
$528K ﹤0.01%
3,531
+236
2179
$527K ﹤0.01%
13,976
+4,897
2180
$527K ﹤0.01%
7,035
+358
2181
$527K ﹤0.01%
7,982
+3,226
2182
$526K ﹤0.01%
6,332
-1,881
2183
$525K ﹤0.01%
9,528
+149
2184
$524K ﹤0.01%
16,866
+2,306
2185
$524K ﹤0.01%
49,804
+1,801
2186
$523K ﹤0.01%
+12,561
2187
$523K ﹤0.01%
21,325
-31,186
2188
$523K ﹤0.01%
+3,319
2189
$521K ﹤0.01%
21,431
+1,290
2190
$519K ﹤0.01%
53,762
+260
2191
$519K ﹤0.01%
8,678
+1,119
2192
$515K ﹤0.01%
21,673
+10,564
2193
$514K ﹤0.01%
18,215
-33,497
2194
$514K ﹤0.01%
5,381
+882
2195
$514K ﹤0.01%
44,866
-16,638
2196
$513K ﹤0.01%
4,583
+1,055
2197
$513K ﹤0.01%
15,797
+233
2198
$512K ﹤0.01%
+16,466
2199
$512K ﹤0.01%
+15,338
2200
$511K ﹤0.01%
18,051
-206
86 87
88
89 90