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
3001
$163K ﹤0.01%
17,768
+1,630
3002
$161K ﹤0.01%
+16,124
3003
$161K ﹤0.01%
11,850
3004
$161K ﹤0.01%
54,903
+999
3005
$161K ﹤0.01%
14,743
-11
3006
$160K ﹤0.01%
13,199
-1,567
3007
$160K ﹤0.01%
10,540
+65
3008
$159K ﹤0.01%
19,435
+3,702
3009
$158K ﹤0.01%
18,500
3010
$157K ﹤0.01%
34,853
+1,776
3011
$157K ﹤0.01%
18,222
-752
3012
$156K ﹤0.01%
69,174
-62,101
3013
$156K ﹤0.01%
23,026
-15
3014
$155K ﹤0.01%
48,325
+22,838
3015
$155K ﹤0.01%
+10,070
3016
$155K ﹤0.01%
+21,265
3017
$154K ﹤0.01%
11,894
-590
3018
$154K ﹤0.01%
28,257
+346
3019
$153K ﹤0.01%
22,286
+1,169
3020
$151K ﹤0.01%
12,500
3021
$151K ﹤0.01%
+7,283
3022
$150K ﹤0.01%
15,000
-15,000
3023
$149K ﹤0.01%
51,400
-200
3024
$147K ﹤0.01%
77,500
-610
3025
$145K ﹤0.01%
26,891
+12,098
119 120
121
122 123