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
2226
$488K ﹤0.01%
35,250
+19,295
2227
$488K ﹤0.01%
+6,963
2228
$488K ﹤0.01%
22,350
-11,100
2229
$487K ﹤0.01%
20,796
+319
2230
$484K ﹤0.01%
13,492
-426
2231
$483K ﹤0.01%
3,302
-451
2232
$482K ﹤0.01%
6,730
-2,296
2233
$482K ﹤0.01%
73,238
2234
$482K ﹤0.01%
27,954
-2,884
2235
$480K ﹤0.01%
92,447
+80,272
2236
$480K ﹤0.01%
4,032
+1
2237
$479K ﹤0.01%
3,393
-486
2238
$479K ﹤0.01%
1,860
+688
2239
$479K ﹤0.01%
34,377
-9,598
2240
$479K ﹤0.01%
75,218
+12,010
2241
$478K ﹤0.01%
22,367
-255
2242
$477K ﹤0.01%
21,193
-1,394
2243
$475K ﹤0.01%
3,220
2244
$475K ﹤0.01%
3,753
-770
2245
$474K ﹤0.01%
20,000
2246
$473K ﹤0.01%
11,774
-133
2247
$473K ﹤0.01%
18,534
-6,462
2248
$472K ﹤0.01%
13,240
+1,185
2249
$471K ﹤0.01%
3,626
+1,160
2250
$470K ﹤0.01%
13,805
-6,900
88 89
90
91 92