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
2401
$375K ﹤0.01%
+15,974
2402
$374K ﹤0.01%
4,054
-3,812
2403
$374K ﹤0.01%
16,777
-340
2404
$373K ﹤0.01%
16,082
-3,130
2405
$373K ﹤0.01%
16,845
+7,629
2406
$373K ﹤0.01%
5,485
+429
2407
$373K ﹤0.01%
133,727
+51,892
2408
$371K ﹤0.01%
+4,840
2409
$370K ﹤0.01%
27,770
+6,878
2410
$370K ﹤0.01%
+11,208
2411
$370K ﹤0.01%
1,862
-397
2412
$369K ﹤0.01%
9,995
+75
2413
$369K ﹤0.01%
13,256
+899
2414
$369K ﹤0.01%
12,840
-9,465
2415
$369K ﹤0.01%
8,592
-1,901
2416
$367K ﹤0.01%
+16,934
2417
$364K ﹤0.01%
7,130
-223
2418
$364K ﹤0.01%
+8,156
2419
$363K ﹤0.01%
7,387
-305
2420
$363K ﹤0.01%
83,679
-13,008
2421
$363K ﹤0.01%
17,053
+3,158
2422
$363K ﹤0.01%
9,487
+1,111
2423
$362K ﹤0.01%
5,978
+654
2424
$361K ﹤0.01%
45,311
-712
2425
$361K ﹤0.01%
23,517
-15,375
95 96
97
98 99