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
$88.1B
AUM Growth
+$8.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,841
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$112M
3
+$105M
4
AAPL icon
Apple
AAPL
+$80.5M
5
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$75.6M

Top Sells

1
+$170M
2
+$102M
3
+$74.1M
4
HMOP icon
Hartford Municipal Opportunities ETF
HMOP
+$39.3M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$37M

Sector Composition

1 Technology 13.98%
2 Financials 9.7%
3 Consumer Discretionary 5.72%
4 Healthcare 4.98%
5 Industrials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFE icon
251
Pfizer
PFE
$147B
$69.9M 0.08%
2,744,740
-27,391
USMF icon
252
WisdomTree US Multifactor Fund
USMF
$381M
$69.9M 0.08%
1,336,688
+16,867
PWR icon
253
Quanta Services
PWR
$69.6B
$69.6M 0.08%
167,946
+6,797
DFLV icon
254
Dimensional US Large Cap Value ETF
DFLV
$4.57B
$69.2M 0.08%
2,104,739
+147,784
BSV icon
255
Vanguard Short-Term Bond ETF
BSV
$41.4B
$69.1M 0.08%
875,951
+13,645
DIHP icon
256
Dimensional International High Profitability ETF
DIHP
$4.94B
$68.8M 0.08%
2,264,651
+38,040
SGOL icon
257
abrdn Physical Gold Shares ETF
SGOL
$7.27B
$68.7M 0.08%
1,865,275
+15,245
SDY icon
258
State Street SPDR S&P Dividend ETF
SDY
$20.2B
$68.3M 0.08%
487,954
+5,687
VNQ icon
259
Vanguard Real Estate ETF
VNQ
$33.7B
$68.2M 0.08%
745,685
+13,196
CL icon
260
Colgate-Palmolive
CL
$62.3B
$68M 0.08%
850,689
-49,628
OTIS icon
261
Otis Worldwide
OTIS
$34.2B
$68M 0.08%
743,709
-55,896
MMC icon
262
Marsh & McLennan
MMC
$89.9B
$67.9M 0.08%
336,849
+8,079
SGOV icon
263
iShares 0-3 Month Treasury Bond ETF
SGOV
$65.5B
$67.7M 0.08%
672,240
+13,937
TLT icon
264
iShares 20+ Year Treasury Bond ETF
TLT
$48.3B
$67.5M 0.08%
754,961
-59,341
OWL icon
265
Blue Owl Capital
OWL
$10.7B
$67.3M 0.08%
3,975,414
+442,877
EXAS icon
266
Exact Sciences
EXAS
$19.2B
$67.3M 0.08%
1,229,956
+695,807
DFAE icon
267
Dimensional Emerging Core Equity Market ETF
DFAE
$7.14B
$66.9M 0.08%
2,122,727
+42,787
DFCF icon
268
Dimensional Core Fixed Income ETF
DFCF
$8.57B
$66.9M 0.08%
1,563,601
+122,916
RSPH icon
269
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$758M
$66.7M 0.08%
2,267,935
+21,832
WM icon
270
Waste Management
WM
$85.4B
$66.4M 0.08%
300,788
+11,036
VUSB icon
271
Vanguard Ultra-Short Bond ETF
VUSB
$6.42B
$66.3M 0.08%
1,325,838
+251,805
ZTS icon
272
Zoetis
ZTS
$51.9B
$66.2M 0.08%
452,685
-14,661
DFAS icon
273
Dimensional US Small Cap ETF
DFAS
$12.2B
$66.2M 0.08%
967,318
+17,614
SXQG icon
274
ETC 6 Meridian Quality Growth ETF
SXQG
$67.8M
$65.8M 0.07%
1,968,982
+101,773
GD icon
275
General Dynamics
GD
$92.2B
$65.2M 0.07%
191,242
-2,917
9 10
11
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