HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $91.4B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.1B
AUM Growth
+$8.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$111M
3
+$102M
4
PEP icon
PepsiCo
PEP
+$76.6M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$72.1M

Top Sells

1
+$168M
2
+$93.5M
3
+$82M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$38.7M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$35.6M

Sector Composition

1 Technology 13.98%
2 Financials 9.69%
3 Consumer Discretionary 5.72%
4 Healthcare 4.98%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BALL icon
2201
Ball Corp
BALL
$15.8B
$852K ﹤0.01%
16,906
-5,813
RYAAY icon
2202
Ryanair
RYAAY
$30.9B
$852K ﹤0.01%
14,149
+2,028
RQI icon
2203
Cohen & Steers Quality Income Realty Fund
RQI
$1.58B
$851K ﹤0.01%
68,212
-982
AKAM icon
2204
Akamai
AKAM
$16.4B
$846K ﹤0.01%
11,168
-6,773
IOT icon
2205
Samsara
IOT
$17.3B
$846K ﹤0.01%
22,698
+2,141
LCID icon
2206
Lucid Motors
LCID
$3.15B
$843K ﹤0.01%
35,421
+9,206
SIRI icon
2207
SiriusXM
SIRI
$7.65B
$842K ﹤0.01%
36,187
-2,791
VNO icon
2208
Vornado Realty Trust
VNO
$4.74B
$842K ﹤0.01%
20,775
+4,517
SMHI icon
2209
SEACOR Marine Holdings
SMHI
$204M
$841K ﹤0.01%
129,598
FLMI icon
2210
Franklin Dynamic Municipal Bond ETF
FLMI
$1.84B
$840K ﹤0.01%
33,924
+24,767
CQP icon
2211
Cheniere Energy
CQP
$32.6B
$840K ﹤0.01%
15,608
+82
MTA
2212
Metalla Royalty & Streaming
MTA
$578M
$839K ﹤0.01%
132,199
BGRN icon
2213
iShares USD Green Bond ETF
BGRN
$445M
$839K ﹤0.01%
17,442
-2,902
BSCT icon
2214
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.81B
$838K ﹤0.01%
44,539
-2,925
ACIW icon
2215
ACI Worldwide
ACIW
$4.05B
$837K ﹤0.01%
15,863
+1,003
HAE icon
2216
Haemonetics
HAE
$2.53B
$837K ﹤0.01%
17,170
-2,553
OTTR icon
2217
Otter Tail
OTTR
$3.62B
$837K ﹤0.01%
10,207
+3,988
EXI icon
2218
iShares Global Industrials ETF
EXI
$1.15B
$836K ﹤0.01%
4,838
-93
PRIM icon
2219
Primoris Services
PRIM
$7.75B
$834K ﹤0.01%
6,075
+685
GVA icon
2220
Granite Construction
GVA
$5.13B
$834K ﹤0.01%
7,607
+389
RDNT icon
2221
RadNet
RDNT
$4.37B
$833K ﹤0.01%
10,925
-299
PNFP icon
2222
Pinnacle Financial Partners Inc
PNFP
$12.5B
$832K ﹤0.01%
8,874
+566
IYK icon
2223
iShares US Consumer Staples ETF
IYK
$1.23B
$832K ﹤0.01%
12,158
-23,666
SMG icon
2224
ScottsMiracle-Gro
SMG
$3.52B
$831K ﹤0.01%
14,593
+203
SILA
2225
Sila Realty Trust
SILA
$1.29B
$831K ﹤0.01%
33,091
-6,567
87 88
89
90 91