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
$53.2B
AUM Growth
+$2.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,543
New
Increased
Reduced
Closed

Top Buys

1
+$390M
2
+$230M
3
+$165M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$137M
5
AAPL icon
Apple
AAPL
+$100M

Top Sells

1
+$44.1M
2
+$39.7M
3
+$38M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$37.1M
5
BEN icon
Franklin Resources
BEN
+$34.9M

Sector Composition

1 Technology 13.34%
2 Financials 10.49%
3 Healthcare 7.52%
4 Consumer Discretionary 6.41%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.14B 4.01%
12,472,129
+584,147
2
$1.63B 3.06%
5,161,569
+261,718
3
$1.06B 1.99%
1,995
-33
4
$917M 1.72%
2,615,057
+391,471
5
$911M 1.71%
2,122,523
+191,545
6
$888M 1.67%
2,078,006
+9,471
7
$706M 1.33%
5,548,603
+383,083
8
$678M 1.27%
1,726,853
+30,628
9
$624M 1.17%
5,306,910
+169,118
10
$597M 1.12%
3,833,248
-171,161
11
$539M 1.01%
4,123,054
+240,322
12
$448M 0.84%
3,086,749
+554,137
13
$431M 0.81%
2,546,222
+226,559
14
$414M 0.78%
6,434,916
+147,554
15
$393M 0.74%
1,707,262
+216,164
16
$390M 0.73%
+1,087,033
17
$353M 0.66%
2,417,271
+13,995
18
$345M 0.65%
7,888,409
+76,817
19
$342M 0.64%
10,670,122
-84,551
20
$333M 0.63%
6,696,220
+309,725
21
$326M 0.61%
7,504,120
+36,180
22
$320M 0.6%
632,581
+95,320
23
$319M 0.6%
1,172,813
+53,720
24
$314M 0.59%
2,020,416
+61,371
25
$313M 0.59%
1,824,520
-131,607
1
2 3 4 5