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

Top Buys

1
+$298M
2
+$166M
3
+$146M
4
AAPL icon
Apple
AAPL
+$136M
5
MSFT icon
Microsoft
MSFT
+$104M

Top Sells

1
+$43.9M
2
+$30.8M
3
+$30.7M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$27.6M
5
VZ icon
Verizon
VZ
+$27.1M

Sector Composition

1 Technology 11.55%
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
3076
$5K ﹤0.01%
21,012
3077
$4K ﹤0.01%
1,200
3078
$4K ﹤0.01%
11,066
3079
$4K ﹤0.01%
26,507
-3,250
3080
$3K ﹤0.01%
15,562
3081
$2K ﹤0.01%
369
-241
3082
$2K ﹤0.01%
503
3083
$2K ﹤0.01%
1
3084
$2K ﹤0.01%
441
3085
$1K ﹤0.01%
107
3086
– –
-341,106
3087
– –
-14,292
3088
– –
-11,161
3089
– –
-11,318
3090
– –
-10,308
3091
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-4,209
3092
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-33,249
3093
– –
-7,565
3094
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-18,857
3095
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-10,195
3096
– –
-19,465
3097
– –
-3,410
3098
– –
-401
3099
– –
-36,485
3100
– –
-12,454
122 123
124
125 126