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
3101
– –
-14,292
3102
– –
-11,161
3103
– –
-11,318
3104
– –
-10,308
3105
– –
-4,209
3106
– –
-33,249
3107
– –
-7,565
3108
– –
-18,857
3109
– –
-10,195
3110
– –
-19,465
3111
– –
-3,410
3112
– –
-401
3113
– –
-962
3114
– –
-36,485
3115
– –
-12,454
3116
– –
-3,357
3117
– –
-50,000
3118
– –
-282,319
3119
– –
-437,150
3120
– –
-26,175
3121
– –
-50,000
3122
– –
-377,931
3123
– –
-12,189
3124
– –
-1,005
3125
– –
-54,063
123 124
125
126 127