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
2301
$433K ﹤0.01%
14,409
+3,959
2302
$433K ﹤0.01%
10,233
-417
2303
$433K ﹤0.01%
5,100
+590
2304
$432K ﹤0.01%
47,945
-490
2305
$429K ﹤0.01%
10,962
+5,925
2306
$429K ﹤0.01%
5,401
-14
2307
$429K ﹤0.01%
36,540
+2,152
2308
$428K ﹤0.01%
44,895
-2,272
2309
$428K ﹤0.01%
42,376
-396
2310
$426K ﹤0.01%
7,645
+349
2311
$426K ﹤0.01%
71,565
2312
$426K ﹤0.01%
3,752
-248
2313
$426K ﹤0.01%
+68,021
2314
$425K ﹤0.01%
8,751
-460
2315
$424K ﹤0.01%
10,967
-9,044
2316
$424K ﹤0.01%
5,604
-2
2317
$421K ﹤0.01%
+11,455
2318
$419K ﹤0.01%
5,472
+185
2319
$419K ﹤0.01%
17,563
-2,221
2320
$418K ﹤0.01%
47,912
-2,232
2321
$418K ﹤0.01%
30,016
-295
2322
$417K ﹤0.01%
14,675
-4,706
2323
$417K ﹤0.01%
19,150
-250
2324
$416K ﹤0.01%
46,306
+26,877
2325
$416K ﹤0.01%
23,368
-13,650
91 92
93
94 95