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
2351
$405K ﹤0.01%
127,867
+300
2352
$405K ﹤0.01%
14,567
+890
2353
$403K ﹤0.01%
23,795
+7,412
2354
$402K ﹤0.01%
10,939
+467
2355
$401K ﹤0.01%
15,511
+436
2356
$401K ﹤0.01%
9,583
+479
2357
$400K ﹤0.01%
10,460
+2,479
2358
$400K ﹤0.01%
4,435
+600
2359
$398K ﹤0.01%
6,414
-228
2360
$398K ﹤0.01%
5,887
-6,058
2361
$397K ﹤0.01%
2,458
+392
2362
$397K ﹤0.01%
13,841
-51,403
2363
$396K ﹤0.01%
15,249
-127
2364
$396K ﹤0.01%
15,096
-181,695
2365
$394K ﹤0.01%
5,922
+251
2366
$394K ﹤0.01%
25,468
-386
2367
$394K ﹤0.01%
+31,991
2368
$393K ﹤0.01%
34,631
-278
2369
$393K ﹤0.01%
41,028
-8,888
2370
$393K ﹤0.01%
6,412
-1,381
2371
$393K ﹤0.01%
9,241
-1,168
2372
$393K ﹤0.01%
4,889
+1,428
2373
$392K ﹤0.01%
+14,349
2374
$392K ﹤0.01%
11,749
+3,630
2375
$391K ﹤0.01%
23,791
-493
93 94
95
96 97