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
$43.7B
AUM Growth
+$6.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,358
New
Increased
Reduced
Closed

Top Buys

1
+$310M
2
+$169M
3
+$147M
4
AAPL icon
Apple
AAPL
+$124M
5
MSFT icon
Microsoft
MSFT
+$104M

Top Sells

1
+$44.7M
2
+$30.7M
3
+$29.8M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$28.9M
5
VZ icon
Verizon
VZ
+$28.4M

Sector Composition

1 Technology 11.56%
2 Financials 10.87%
3 Healthcare 8.79%
4 Consumer Discretionary 5.61%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3026
$21K ﹤0.01%
15,333
3027
$21K ﹤0.01%
10,000
3028
$21K ﹤0.01%
20,600
-3,324
3029
$21K ﹤0.01%
20,084
+9,519
3030
$21K ﹤0.01%
+11,067
3031
$21K ﹤0.01%
1,675
3032
$21K ﹤0.01%
7,870
3033
$20K ﹤0.01%
11,487
-50
3034
$20K ﹤0.01%
+24,911
3035
$19K ﹤0.01%
11,030
3036
$18K ﹤0.01%
+10,000
3037
$18K ﹤0.01%
6,728
+10
3038
$18K ﹤0.01%
15,049
3039
$17K ﹤0.01%
1,725
-445
3040
$17K ﹤0.01%
25,038
-16,169
3041
$16K ﹤0.01%
47,382
+33,242
3042
$16K ﹤0.01%
1,597
+528
3043
$15K ﹤0.01%
12,815
-1,500
3044
– –
0
3045
$14K ﹤0.01%
25
+17
3046
$14K ﹤0.01%
6
-3
3047
$14K ﹤0.01%
+1,415
3048
$13K ﹤0.01%
10,000
3049
$13K ﹤0.01%
1,334
-161
3050
$13K ﹤0.01%
21,432
+1,428
120 121
122
123 124