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
$70B
AUM Growth
+$5.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,634
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$39M
3
+$37.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$35.2M
5
TFC icon
Truist Financial
TFC
+$34.5M

Top Sells

1
+$2.18B
2
+$73.3M
3
+$65.2M
4
LRCX icon
Lam Research
LRCX
+$62.8M
5
SN icon
SharkNinja
SN
+$51.4M

Sector Composition

1 Technology 13.57%
2 Financials 9.89%
3 Consumer Discretionary 6.39%
4 Healthcare 6.15%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.56B 3.66%
10,986,606
-314,819
2
– –
-4,872,280
3
$1.32B 1.88%
2,281,537
+38,889
4
$1.31B 1.87%
1,891
+34
5
$1.06B 1.51%
1,844,778
+67,942
6
$1.06B 1.51%
2,000,648
+66,629
7
$998M 1.43%
2,166,738
+8,391
8
$984M 1.41%
5,281,409
+111,594
9
$975M 1.39%
8,317,462
+120,305
10
$825M 1.18%
6,790,669
+128,983
11
$655M 0.94%
3,952,014
-163,612
12
$576M 0.82%
2,734,317
+49,938
13
$576M 0.82%
3,555,016
+91,324
14
$554M 0.79%
10,498,455
+158,607
15
$546M 0.78%
5,024,620
-472,740
16
$538M 0.77%
1,401,370
-13,980
17
$526M 0.75%
1,079,069
+49,430
18
$488M 0.7%
1,723,701
-110,668
19
$439M 0.63%
7,050,741
+175,076
20
$438M 0.63%
2,211,138
+39,560
21
$431M 0.62%
2,496,355
-14,515
22
$426M 0.61%
2,503,842
+71,751
23
$420M 0.6%
1,529,216
+5,273
24
$418M 0.6%
20,313,122
+608,874
25
$417M 0.6%
11,211,360
+208,995
1
2 3 4 5