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
2876
$227K ﹤0.01%
+5,823
2877
$226K ﹤0.01%
+14,165
2878
$226K ﹤0.01%
25,164
+100
2879
$226K ﹤0.01%
+15,061
2880
$226K ﹤0.01%
2,309
+197
2881
$226K ﹤0.01%
14,660
+15
2882
$225K ﹤0.01%
8,871
+15
2883
$225K ﹤0.01%
+5,043
2884
$225K ﹤0.01%
+7,306
2885
$225K ﹤0.01%
6,824
-4,086
2886
$225K ﹤0.01%
13,924
-500
2887
$225K ﹤0.01%
3,210
-388
2888
$224K ﹤0.01%
+5,269
2889
$224K ﹤0.01%
7,682
-7,336
2890
$224K ﹤0.01%
+3,345
2891
$224K ﹤0.01%
+4,942
2892
$224K ﹤0.01%
7,909
-105,582
2893
$223K ﹤0.01%
2,796
-2,095
2894
$223K ﹤0.01%
23,179
+233
2895
$222K ﹤0.01%
2,649
-3,558
2896
$222K ﹤0.01%
3,788
-5,713
2897
$222K ﹤0.01%
26,845
+4,928
2898
$222K ﹤0.01%
7,339
2899
$221K ﹤0.01%
+7,431
2900
$221K ﹤0.01%
5,085
-6,001
114 115
116
117 118