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
$61.7B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,611
New
Increased
Reduced
Closed

Top Buys

1
+$172M
2
+$83.4M
3
+$77.5M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$75.8M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$73.2M

Top Sells

1
+$445M
2
+$194M
3
+$165M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$163M
5
MSFT icon
Microsoft
MSFT
+$122M

Sector Composition

1 Technology 13.41%
2 Financials 10.17%
3 Healthcare 6.78%
4 Consumer Discretionary 6.47%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
$312K ﹤0.01%
19,064
+945
2627
$312K ﹤0.01%
4,107
2628
$311K ﹤0.01%
19,419
+170
2629
$310K ﹤0.01%
6,400
-668
2630
$310K ﹤0.01%
7,227
-900
2631
$310K ﹤0.01%
21,658
+6,321
2632
$310K ﹤0.01%
20,294
-10,607
2633
$310K ﹤0.01%
26,523
-12,513
2634
$309K ﹤0.01%
6,721
-635
2635
$309K ﹤0.01%
+19,635
2636
$309K ﹤0.01%
8,854
+183
2637
$308K ﹤0.01%
19,742
+7,500
2638
$308K ﹤0.01%
10,448
+2,899
2639
$307K ﹤0.01%
5,066
-1,328
2640
$306K ﹤0.01%
3,445
-18
2641
$305K ﹤0.01%
4,016
-385
2642
$304K ﹤0.01%
549
+89
2643
$304K ﹤0.01%
12,955
-3,326
2644
$304K ﹤0.01%
+18,252
2645
$304K ﹤0.01%
6,374
+1
2646
$302K ﹤0.01%
2,742
-606
2647
$302K ﹤0.01%
14,575
+2,103
2648
$302K ﹤0.01%
13,985
+1,058
2649
$301K ﹤0.01%
1,933
2650
$301K ﹤0.01%
+3,419
104 105
106
107 108