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
201
$14.5M 0.11%
7,218
-145
202
$14.3M 0.11%
192,416
+1,635
203
$14.2M 0.11%
362,942
-18,932
204
$14.1M 0.11%
126,688
+14,982
205
$13.9M 0.11%
319,748
-28,644
206
$13.7M 0.11%
598,650
-1,620
207
– –
0
208
$13.5M 0.11%
598,525
+12,680
209
$13.5M 0.11%
232,053
+620
210
$13.4M 0.11%
578,903
-477,119
211
$13.4M 0.11%
201,813
+1,027
212
$13.4M 0.1%
282,494
+7,341
213
$13.4M 0.1%
1,107,970
+30,440
214
$13.3M 0.1%
118,857
-14,197
215
$13.2M 0.1%
258,802
+3,704
216
$13.2M 0.1%
157,943
-52,252
217
– –
0
218
$13.1M 0.1%
252,537
+545
219
$12.9M 0.1%
221,364
+112,310
220
$12.8M 0.1%
81,174
-425
221
$12.8M 0.1%
41,664
-1,532
222
$12.8M 0.1%
163,863
-7,804
223
$12.8M 0.1%
227,683
-10,636
224
$12.8M 0.1%
75,350
-2,677
225
$12.7M 0.1%
215,863
+6,862
7 8
9
10 11