HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $79.8B
1-Year Est. Return 17.44%
This Quarter Est. Return
1 Year Est. Return
+17.44%
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
1
$345M 2.7%
7,447,256
+26,668
2
$277M 2.17%
1,022,341
+22,018
3
$255M 1.99%
2,582,162
-23,617
4
$154M 1.2%
1,267,394
+25,062
5
$138M 1.08%
738,343
-9,114
6
$136M 1.06%
943,467
+3,756
7
$133M 1.04%
1,569,200
+103,140
8
$130M 1.01%
1,566,223
+13,018
9
$122M 0.95%
777,584
+374,749
10
$122M 0.95%
5,015,658
-65,068
11
$121M 0.95%
1,163,651
+67,025
12
$114M 0.89%
+1,116,083
13
$110M 0.86%
1,905,711
+20,899
14
$105M 0.82%
2,103,719
-363
15
$103M 0.8%
306,074
+26,213
16
$97M 0.76%
1,925,105
+193,129
17
$93.8M 0.73%
883,150
+44,341
18
$90.1M 0.71%
886,969
-1,688
19
$88.3M 0.69%
313
+130
20
$87.8M 0.69%
5,312,730
+25,338
21
$87.2M 0.68%
472,220
+16,970
22
$83.5M 0.65%
1,068,351
-6,941
23
$81.7M 0.64%
673,434
-2,069
24
$75.1M 0.59%
1,199,803
+13,113
25
$74.8M 0.59%
591,162
-36,946
1
2 3 4 5