HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $88.1B
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
+17.71%
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
+$184M
2
+$87.1M
3
+$81.5M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$80.1M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$77.6M

Top Sells

1
+$445M
2
+$194M
3
+$174M
4
AAPL icon
Apple
AAPL
+$155M
5
MSFT icon
Microsoft
MSFT
+$127M

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
2701
$280K ﹤0.01%
30,033
+31
2702
$280K ﹤0.01%
6,806
-598
2703
$280K ﹤0.01%
7,337
2704
$280K ﹤0.01%
+10,455
2705
$280K ﹤0.01%
53,000
+37,000
2706
$280K ﹤0.01%
8,084
+1,427
2707
$280K ﹤0.01%
8,124
+644
2708
$279K ﹤0.01%
8,048
-1,427
2709
$278K ﹤0.01%
1,944
-539
2710
$278K ﹤0.01%
11,402
+500
2711
$278K ﹤0.01%
9,232
2712
$277K ﹤0.01%
49,485
+37,456
2713
$277K ﹤0.01%
+5,927
2714
$277K ﹤0.01%
4,287
+255
2715
$276K ﹤0.01%
11,911
+18
2716
$276K ﹤0.01%
46,634
+34,334
2717
$275K ﹤0.01%
+11,706
2718
$275K ﹤0.01%
6,010
-1,271
2719
$275K ﹤0.01%
3,595
+5
2720
$275K ﹤0.01%
26,273
-3,524
2721
$275K ﹤0.01%
114,355
-623
2722
$274K ﹤0.01%
+9,654
2723
$274K ﹤0.01%
145,590
+1,125
2724
$274K ﹤0.01%
64,117
+902
2725
$273K ﹤0.01%
+7,425
107 108
109
110 111